A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 5,726 shares of XMLV stock, worth $350,602. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,726
Previous 6,900 17.01%
Holding current value
$350,602
Previous $381,000 8.4%
% of portfolio
0.1%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$54.31 - $61.04 $63,759 - $71,660
-1,174 Reduced 17.01%
5,726 $349,000
Q2 2024

Jul 17, 2024

SELL
$53.37 - $56.94 $171,904 - $183,403
-3,221 Reduced 31.82%
6,900 $381,000
Q1 2024

May 03, 2024

BUY
$52.35 - $56.4 $2,983 - $3,214
57 Added 0.57%
10,121 $570,000
Q4 2023

Jan 23, 2024

SELL
$47.52 - $53.44 $16,536 - $18,597
-348 Reduced 3.34%
10,064 $535,000
Q3 2023

Oct 10, 2023

SELL
$49.13 - $53.93 $132,896 - $145,880
-2,705 Reduced 20.62%
10,412 $511,000
Q1 2023

Apr 13, 2023

BUY
$49.86 - $56.95 $654,013 - $747,013
13,117 New
13,117 $687,000
Q3 2022

Oct 11, 2022

SELL
$48.04 - $56.34 $47,799 - $56,058
-995 Reduced 6.63%
14,007 $672,000
Q2 2022

Jul 18, 2022

SELL
$49.21 - $57.04 $85,674 - $99,306
-1,741 Reduced 10.4%
15,002 $771,000
Q1 2022

Apr 18, 2022

SELL
$52.6 - $58.44 $11,624 - $12,915
-221 Reduced 1.3%
16,743 $934,000
Q4 2021

Apr 12, 2022

BUY
$53.05 - $58.54 $899,940 - $993,072
16,964 New
16,964 $992,000

Others Institutions Holding XMLV

About INVESCO ETF TR II S&P MIDCAP L


  • Ticker XMLV
  • Sector ETFs
  • Industry ETFs
More about XMLV
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.