Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
113KNew |
$6.66M - $7.06M
|
113K
$6.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
10.6K+ 46.61% |
$626K - $663K
|
33.3K
$1.97M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.86K+ 90.95% |
$465K - $493K
|
16.5K
$976K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 21.78% |
$151K - $161K
|
14.3K
$847K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.14K+ 1.69% |
$126K - $134K
|
128K
$7.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.1K+ 7.31% |
$64.9K - $68.8K
|
16.1K
$953K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
687+ 174.81% |
$40.6K - $43.1K
|
1.08K
$63.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
399New |
$23.6K - $25K
|
399
$23.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
112+ 102.75% |
$6.62K - $7.02K
|
221
$13.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
57+ 0.74% |
$3.37K - $3.57K
|
7.71K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
23+ 0.14% |
$1.36K - $1.44K
|
16.4K
$972K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.42% |
$887 - $941
|
3.58K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 0.93% |
$355 - $376
|
654
$38.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.67% |
$118 - $125
|
302
$17.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-54- 0.17% |
$3.19K - $3.39K
|
32K
$1.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-54- 0.46% |
$3.19K - $3.39K
|
11.8K
$696K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-284- 4.59% |
$16.8K - $17.8K
|
5.91K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-452- 9.32% |
$26.7K - $28.3K
|
4.4K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-651- 4.41% |
$38.5K - $40.8K
|
14.1K
$835K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-833- 14.46% |
$49.3K - $52.2K
|
4.93K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-900- 4.06% |
$53.2K - $56.4K
|
21.3K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.11K- 32.77% |
$184K - $195K
|
6.37K
$377K
|