Purchases and Sales Made in Q4 2020 in Invesco ETF Tr Ii S&P Midcap L (XMLV)

XMLV Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q4 2020. 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
Jan 25, 2021 Q4 2020
Calton & Associates, Inc.

BUY
 -
2.73K
+ 6.16%
$113K - $131K
47K $2.91M
Feb 08, 2021 Q4 2020
Ifg Advisory, LLC

BUY
 -
2.21K
+ 7.92%
$91.8K - $106K
30.1K $1.86M
Feb 16, 2021 Q4 2020
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.04K
+ 4.01%
$84.9K - $98.2K
52.9K $3.27M
Feb 05, 2021 Q4 2020
Phoenix Wealth Advisors

BUY
 -
1.68K
New
$70K - $81K
1.68K $104K
Feb 12, 2021 Q4 2020
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.68K
+ 21.05%
$69.9K - $80.9K
9.67K $598K
Feb 02, 2021 Q4 2020
Simplex Trading, LLC

BUY
 -
1.48K
New
$61.4K - $71K
1.48K $91.3K
Jan 13, 2021 Q4 2020
Pinnacle Bancorp, Inc.

BUY
 -
1.4K
+ 35.9%
$58.3K - $67.4K
5.3K $328K
Jan 28, 2021 Q4 2020
Minot Wealth Management LLC

BUY
 -
1.2K
+ 23.53%
$49.9K - $57.7K
6.3K $390K
Feb 10, 2021 Q4 2020
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
907
+ 9.1%
$37.7K - $43.6K
10.9K $673K
Feb 01, 2021 Q4 2020
Harvest Group Wealth Management, LLC

BUY
 -
882
+ 0.63%
$36.7K - $42.4K
141K $8.74M
Feb 23, 2021 Q4 2020
Orion Capital Management LLC

BUY
 -
500
New
$20.8K - $24.1K
500 $30.9K
Feb 05, 2021 Q4 2020
Claraphi Advisory Network, LLC

BUY
 -
464
+ 4.19%
$19.3K - $22.3K
11.5K $714K
Feb 11, 2021 Q4 2020
Valeo Financial Advisors, LLC

BUY
 -
462
New
$19.2K - $22.2K
462 $28.6K
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
417
New
$17.4K - $20.1K
417 $25.8K
Feb 08, 2021 Q4 2020
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
412
+ 2.0%
$17.1K - $19.8K
21K $1.3M
Feb 25, 2021 Q4 2020
Front Row Advisors LLC

Tiburon, CA
BUY
 -
400
+ 60.61%
$16.6K - $19.2K
1.06K $65.6K
Mar 04, 2021 Q4 2020
Moody National Bank Trust Division

BUY
 -
364
+ 3.33%
$15.1K - $17.5K
11.3K $699K
Jan 25, 2021 Q4 2020
Capital Investment Advisory Services, LLC

BUY
 -
321
+ 11.68%
$13.4K - $15.4K
3.07K $190K
Feb 12, 2021 Q4 2020
Inspire Advisors, LLC

Meridian, ID
BUY
 -
285
New
$11.9K - $13.7K
285 $17.6K
Feb 12, 2021 Q4 2020
Charter Oak Capital Management, LLC

BUY
 -
267
New
$11.1K - $12.8K
267 $16.5K
Feb 08, 2021 Q4 2020
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
231
+ 4.08%
$9.61K - $11.1K
5.89K $365K
Jan 08, 2021 Q4 2020
Creative Financial Designs Inc

BUY
 -
178
New
$7.41K - $8.57K
178 $11K
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
157
New
$6.53K - $7.55K
157 $9.71K
Feb 12, 2021 Q4 2020
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
153
+ 2.45%
$6.37K - $7.36K
6.39K $395K
Feb 17, 2021 Q4 2020
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
125
New
$5.2K - $6.02K
125 $7.73K
Jan 29, 2021 Q4 2020
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
115
+ 23.23%
$4.79K - $5.53K
610 $37.7K
Feb 05, 2021 Q4 2020
Horan Securities, Inc.

BUY
 -
83
New
$3.45K - $3.99K
83 $5.13K
Feb 16, 2021 Q4 2020
Fifth Third Bancorp

BUY
 -
82
+ 2.98%
$3.41K - $3.95K
2.84K $175K
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
75
New
$3.12K - $3.61K
75 $4.64K
Jan 26, 2021 Q4 2020
Allworth Financial LP

BUY
 -
70
New
$2.91K - $3.37K
70 $4.33K
Feb 11, 2021 Q4 2020
Oder Investment Management, LLC

Woodland Hills, CA
BUY
 -
65
New
$2.7K - $3.13K
65 $4.02K
Feb 09, 2021 Q4 2020
D.B. Root & Company, LLC

BUY
 -
34
+ 0.45%
$1.41K - $1.64K
7.59K $470K
Feb 19, 2021 Q4 2020
Albion Financial Group

BUY
 -
15
New
$624 - $722
15 $928
Feb 04, 2021 Q4 2020
Us Bancorp \De\

BUY
 -
14
+ 0.32%
$583 - $674
4.38K $271K
Feb 01, 2021 Q4 2020
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
14
+ 0.15%
$583 - $674
9.23K $571K
Feb 11, 2021 Q4 2020
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
3
+ 0.16%
$125 - $144
1.92K $119K
Jan 11, 2021 Q4 2020
John W. Brooker & Co., Cp As

BUY
 -
1
+ 0.57%
$41.6 - $48.1
175 $10.8K
Jan 12, 2021 Q4 2020
Single Point Partners, LLC

BUY
 -
1
+ 0.01%
$41.6 - $48.1
7.34K $454K
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 20, 2021 Q4 2020
Provident Wealth Management, LLC

SELL
 -
-19
- 0.04%
$791 - $914
42.5K $2.63M
Feb 09, 2021 Q4 2020
Advisory Services Network, LLC

SELL
 -
-40
- 13.25%
$1.66K - $1.92K
262 $16.2K
Sep 07, 2021 Q4 2020
Newbridge Financial Services Group, Inc.

SELL
 -
-70
- 27.89%
$2.91K - $3.37K
181 $11.2K
Feb 09, 2021 Q4 2020
Princeton Global Asset Management LLC

SELL
 -
-86
- 0.68%
$3.58K - $4.14K
12.7K $783K
Jan 26, 2021 Q4 2020
Janiczek Wealth Management, LLC

SELL
 -
-109
- 0.12%
$4.54K - $5.25K
88.3K $5.46M
Feb 08, 2021 Q4 2020
Advanced Asset Management Advisors Inc

Dublin, OH
SELL
 -
-137
Closed
$5.7K - $6.59K
0 $0
Jan 29, 2021 Q4 2020
Creative Planning

Overland Park, KS
SELL
 -
-138
- 2.87%
$5.74K - $6.64K
4.67K $289K
Feb 11, 2021 Q4 2020
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-165
- 3.19%
$6.87K - $7.94K
5.02K $310K
Feb 08, 2021 Q4 2020
Family Legacy, Inc.

SELL
 -
-181
- 0.4%
$7.53K - $8.71K
45K $2.78M
Feb 16, 2021 Q4 2020
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-200
Closed
$8.32K - $9.62K
0 $0

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