Purchases and Sales Made in Q3 2021 in Invesco ETF Tr Ii S&P Midcap L (XMLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P MIDCAP L.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
671+ 7.59% |
$35.2K - $37.5K
|
9.51K
$562K
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
648+ 4.83% |
$34K - $36.2K
|
14.1K
$832K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
553+ 1.16% |
$29K - $30.9K
|
48.3K
$2.86M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
545+ 0.47% |
$28.6K - $30.4K
|
117K
$6.92M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
538+ 0.98% |
$28.3K - $30K
|
55.7K
$3.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
422New |
$22.2K - $23.6K
|
422
$25K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
400+ 400.0% |
$21K - $22.3K
|
500
$29.6K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
368+ 5.26% |
$19.3K - $20.5K
|
7.36K
$436K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
277+ 0.86% |
$14.5K - $15.5K
|
32.3K
$1.91M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
245+ 5.43% |
$12.9K - $13.7K
|
4.76K
$281K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
208+ 5.06% |
$10.9K - $11.6K
|
4.32K
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
207New |
$10.9K - $11.6K
|
207
$12.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
192+ 47.41% |
$10.1K - $10.7K
|
597
$35.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
151New |
$7.93K - $8.43K
|
151
$8.93K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
150+ 2.43% |
$7.88K - $8.37K
|
6.33K
$374K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
150New |
$7.88K - $8.37K
|
150
$8.87K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
146+ 1.18% |
$7.67K - $8.15K
|
12.6K
$742K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
110+ 0.96% |
$5.78K - $6.14K
|
11.5K
$682K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 0.06% |
$5.51K - $5.86K
|
171K
$10.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100New |
$5.25K - $5.58K
|
100
$5.92K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
70+ 1.08% |
$3.68K - $3.91K
|
6.55K
$388K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
66+ 0.74% |
$3.47K - $3.68K
|
8.93K
$528K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
65New |
$3.41K - $3.63K
|
65
$3.84K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
54+ 2.33% |
$2.84K - $3.01K
|
2.37K
$140K
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
26+ 0.37% |
$1.37K - $1.45K
|
7K
$414K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
23+ 0.3% |
$1.21K - $1.28K
|
7.65K
$452K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11+ 9.91% |
$578 - $614
|
122
$7.22K
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
11+ 0.25% |
$578 - $614
|
4.48K
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8+ 0.17% |
$420 - $447
|
4.85K
$287K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.09% |
$368 - $391
|
7.59K
$449K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
5+ 29.41% |
$263 - $279
|
22
$1.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.1% |
$210 - $223
|
4.05K
$239K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.16% |
$105 - $112
|
1.24K
$73.5K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.57% |
$52.5 - $55.8
|
176
$10.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$52.5 - $55.8
|
7.06K
$417K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.45% |
$52.5 - $55.8
|
223
$13.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5Closed |
$263 - $279
|
0
$0
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-14- 0.19% |
$735 - $781
|
7.42K
$439K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-14- 0.19% |
$735 - $781
|
7.42K
$439K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-21Closed |
$1.1K - $1.17K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-36- 45.0% |
$1.89K - $2.01K
|
44
$2.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36- 0.55% |
$1.89K - $2.01K
|
6.47K
$383K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-46- 5.21% |
$2.42K - $2.57K
|
837
$49.5K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-65- 17.47% |
$3.41K - $3.63K
|
307
$18.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-70- 1.72% |
$3.68K - $3.91K
|
3.99K
$236K
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-84- 0.79% |
$4.41K - $4.69K
|
10.5K
$623K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-115- 2.37% |
$6.04K - $6.42K
|
4.73K
$280K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-125- 2.75% |
$6.57K - $6.98K
|
4.43K
$262K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-167- 1.62% |
$8.77K - $9.32K
|
10.1K
$599K
|