Purchases and Sales Made in Q1 2023 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 Q1 2023. 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
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
142K
+ 289.71%
$7.06M - $8.06M
190K $11.6M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
79.2K
+ 19.21%
$3.95M - $4.51M
492K $29.9M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
65.2K
+ 21.58%
$3.25M - $3.71M
367K $22.3M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
42.7K
+ 21.29%
$2.13M - $2.43M
243K $14.8M
Apr 17, 2023 Q1 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
37.3K
New
$1.86M - $2.12M
37.3K $2.27M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
13.1K
New
$654K - $747K
13.1K $798K
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
12.8K
+ 24650.0%
$639K - $730K
12.9K $783K
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
10.2K
New
$507K - $579K
10.2K $619K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
7.54K
+ 1.58%
$376K - $430K
485K $29.5M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
7.28K
+ 4.18%
$363K - $414K
181K $11M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
6.77K
+ 0.91%
$337K - $385K
754K $45.8M
Jun 14, 2023 Q1 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
5.17K
New
$258K - $294K
5.17K $314K
Apr 12, 2023 Q1 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
4.84K
+ 4.69%
$241K - $275K
108K $6.57M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.1K
+ 6.11%
$205K - $234K
71.3K $4.34M
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
4.05K
+ 15.57%
$202K - $230K
30K $1.83M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
3.89K
+ 3.98%
$194K - $222K
102K $6.18M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
3.59K
New
$179K - $205K
3.59K $218K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.49K
New
$174K - $199K
3.49K $212K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.44K
+ 6.37%
$172K - $196K
57.4K $3.49M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
3.1K
+ 6.36%
$154K - $176K
51.8K $3.15M
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
3.06K
+ 38.56%
$152K - $174K
11K $668K
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
3.04K
+ 12.33%
$151K - $173K
27.6K $1.68M
Apr 04, 2023 Q1 2023
Future Financial Wealth Managment LLC

BUY
 -
2.92K
+ 10.42%
$145K - $166K
30.9K $1.88M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.44K
+ 24.86%
$121K - $139K
12.2K $744K
May 15, 2023 Q1 2023
Wbi Investments, Inc.

BUY
 -
1.93K
+ 12.32%
$96.2K - $110K
17.6K $1.07M
Nov 30, 2023 Q1 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
1.93K
+ 1.66%
$96.1K - $110K
118K $7.19M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
1.91K
+ 11.3%
$95K - $109K
18.8K $1.14M
Apr 28, 2023 Q1 2023
Win Advisors, Inc

BUY
 -
1.52K
+ 10.61%
$75.6K - $86.4K
15.8K $962K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.51K
+ 3.76%
$75.4K - $86.1K
41.8K $2.54M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.31K
New
$65.2K - $74.5K
1.31K $79.5K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.23K
New
$61.1K - $69.8K
1.23K $74.6K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
1.16K
+ 23.5%
$57.9K - $66.2K
6.11K $371K
May 04, 2023 Q1 2023
Lmcg Investments, LLC

Boston, MA
BUY
 -
1.06K
+ 18.28%
$52.6K - $60.1K
6.83K $415K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
1.01K
+ 11.55%
$50.2K - $57.3K
9.73K $591K
Jun 28, 2024 Q1 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
1.01K
+ 54.06%
$50.1K - $57.2K
2.86K $174K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1K
+ 1792.86%
$50.1K - $57.2K
1.06K $64.5K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
873
+ 0.8%
$43.5K - $49.7K
110K $6.72M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
837
New
$41.7K - $47.7K
837 $50.9K
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
768
New
$38.3K - $43.7K
768 $46.7K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
716
+ 49.93%
$35.7K - $40.8K
2.15K $131K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
630
+ 1.6%
$31.4K - $35.9K
40.1K $2.44M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
614
+ 3.28%
$30.6K - $35K
19.3K $1.17M
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
538
+ 3.57%
$26.8K - $30.6K
15.6K $950K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
538
New
$26.8K - $30.6K
538 $32.7K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
470
+ 388.43%
$23.4K - $26.8K
591 $35.9K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
450
New
$22.4K - $25.6K
450 $27.4K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
425
+ 0.97%
$21.2K - $24.2K
44.2K $2.69M
May 05, 2023 Q1 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
410
+ 2.07%
$20.4K - $23.3K
20.2K $1.23M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
405
+ 6.22%
$20.2K - $23.1K
6.92K $421K

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