Purchases and Sales Made in Q2 2023 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-862- 1.09% |
$42.7K - $45.2K
|
78.5K
$5.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-932- 4.81% |
$46.2K - $48.9K
|
18.4K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-963- 21.95% |
$47.7K - $50.5K
|
3.43K
$222K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.05K- 9.1% |
$52.1K - $55.1K
|
10.5K
$680K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.12K- 2.79% |
$55.4K - $58.7K
|
39K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.12K- 2.68% |
$55.5K - $58.8K
|
40.6K
$2.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.43K- 14.04% |
$70.8K - $75K
|
8.75K
$567K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.48K- 17.63% |
$73.5K - $77.9K
|
6.93K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.56K- 3.73% |
$77.1K - $81.6K
|
40.2K
$2.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.71K- 20.81% |
$84.8K - $89.8K
|
6.52K
$422K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.73K- 15.78% |
$85.9K - $91K
|
9.25K
$599K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.86K- 1.74% |
$92K - $97.4K
|
105K
$6.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.9K- 88.51% |
$94.3K - $99.9K
|
247
$16K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.91K- 11.4% |
$94.8K - $100K
|
14.9K
$964K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.08K- 3.8% |
$103K - $109K
|
52.5K
$3.4M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.45K- 25.1% |
$121K - $128K
|
7.3K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.45K- 25.1% |
$121K - $128K
|
7.3K
$473K
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-2.56K- 21.38% |
$127K - $134K
|
9.4K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.91K- 9.56% |
$144K - $153K
|
27.6K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.15K- 4.81% |
$156K - $165K
|
62.3K
$4.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.66K- 13.11% |
$181K - $192K
|
24.3K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.03K- 23.61% |
$200K - $212K
|
13K
$845K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.44K- 40.45% |
$220K - $233K
|
6.54K
$424K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-4.9K- 36.79% |
$243K - $257K
|
8.42K
$546K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.99K- 40.79% |
$247K - $262K
|
7.24K
$469K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.01K- 19.78% |
$298K - $315K
|
24.4K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.63K- 3.2% |
$329K - $348K
|
200K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.62K- 15.01% |
$427K - $452K
|
48.8K
$3.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.96K- 40.91% |
$444K - $470K
|
12.9K
$838K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.55K- 9.24% |
$473K - $501K
|
93.8K
$6.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-10.7K- 51.71% |
$528K - $559K
|
9.95K
$645K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-14K- 2.67% |
$693K - $733K
|
510K
$33M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-17K- 78.2% |
$841K - $890K
|
4.73K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.7K- 6.82% |
$1.27M - $1.35M
|
351K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.2K- 13.94% |
$1.64M - $1.74M
|
205K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-44K- 65.29% |
$2.18M - $2.31M
|
23.4K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50.4K- 9.42% |
$2.49M - $2.64M
|
484K
$31.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.6K- 20.94% |
$2.51M - $2.66M
|
191K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-64.7K- 9.26% |
$3.2M - $3.39M
|
634K
$41.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.7K- 9.91% |
$3.7M - $3.92M
|
679K
$44M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.1K- 17.36% |
$4.02M - $4.26M
|
386K
$25M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-98.2K- 90.89% |
$4.87M - $5.15M
|
9.84K
$637K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-128K- 34.72% |
$6.32M - $6.69M
|
240K
$15.5M
|