Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
39
+ 0.56%
$1.92K - $2.1K
6.97K $441K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
33
New
$1.62K - $1.78K
33 $2.09K
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
28
+ 0.62%
$1.38K - $1.51K
4.58K $290K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
23
+ 0.49%
$1.13K - $1.24K
4.75K $301K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
20
New
$983 - $1.08K
20 $1.27K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
15
+ 0.37%
$737 - $809
4.05K $256K
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
8
+ 0.13%
$393 - $431
6.12K $387K
Jun 28, 2024 Q3 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
5
+ 0.17%
$246 - $270
2.88K $182K
Nov 14, 2023 Q3 2023
Petix & Botte CO

BUY
 -
3
+ 0.02%
$147 - $162
12.2K $773K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
2
+ 0.46%
$98.3 - $108
440 $27.8K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-4
- 57.14%
$197 - $216
3 $190
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

SELL
 -
-10
- 0.48%
$491 - $539
2.08K $132K
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-13
- 0.26%
$639 - $701
4.96K $314K
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-14
- 1.32%
$688 - $755
1.05K $66.2K
Oct 19, 2023 Q3 2023
Act Advisors, Llc.

SELL
 -
-20
- 0.21%
$983 - $1.08K
9.38K $593K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-26
- 2.0%
$1.28K - $1.4K
1.27K $80.6K
Nov 08, 2023 Q3 2023
Redwood Financial Network Corp

SELL
 -
-42
- 0.98%
$2.06K - $2.27K
4.26K $269K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-50
- 1.57%
$2.46K - $2.7K
3.13K $198K
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-60
- 1.24%
$2.95K - $3.24K
4.77K $302K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

SELL
 -
-80
- 1.03%
$3.93K - $4.31K
7.67K $485K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

SELL
 -
-99
- 1.36%
$4.86K - $5.34K
7.2K $456K
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
SELL
 -
-103
- 0.95%
$5.06K - $5.55K
10.8K $682K
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-115
- 1.57%
$5.65K - $6.2K
7.19K $455K
Oct 25, 2023 Q3 2023
Spectrum Wealth Advisory Group, LLC

SELL
 -
-165
- 1.66%
$8.11K - $8.9K
9.79K $619K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-179
- 1.77%
$8.79K - $9.65K
9.94K $629K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

SELL
 -
-228
- 2.66%
$11.2K - $12.3K
8.35K $528K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-262
- 4.11%
$12.9K - $14.1K
6.12K $387K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-277
- 1.48%
$13.6K - $14.9K
18.4K $1.17M
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

SELL
 -
-289
- 3.23%
$14.2K - $15.6K
8.65K $547K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-295
- 4.69%
$14.5K - $15.9K
5.99K $379K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

SELL
 -
-300
- 6.43%
$14.7K - $16.2K
4.37K $276K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

SELL
 -
-343
- 17.34%
$16.9K - $18.5K
1.64K $103K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

SELL
 -
-344
- 9.87%
$16.9K - $18.6K
3.14K $199K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-372
- 5.5%
$18.3K - $20.1K
6.39K $404K
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-462
- 6.04%
$22.7K - $24.9K
7.19K $455K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-485
- 3.26%
$23.8K - $26.2K
14.4K $911K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-513
- 15.24%
$25.2K - $27.7K
2.85K $181K
Oct 05, 2023 Q3 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
SELL
 -
-607
- 6.94%
$29.8K - $32.7K
8.15K $515K
Nov 14, 2023 Q3 2023
Natixis

Paris, I0
SELL
 -
-622
- 3.78%
$30.6K - $33.5K
15.8K $1M
Oct 05, 2023 Q3 2023
High Net Worth Advisory Group LLC

Naples, FL
SELL
 -
-738
- 8.5%
$36.3K - $39.8K
7.94K $502K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

SELL
 -
-781
- 3.22%
$38.4K - $42.1K
23.5K $1.49M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

SELL
 -
-803
- 23.45%
$39.5K - $43.3K
2.62K $166K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-844
- 11.83%
$41.5K - $45.5K
6.29K $398K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-874
- 4.35%
$42.9K - $47.1K
19.2K $1.22M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.01K
- 15.5%
$49.6K - $54.5K
5.51K $348K
Nov 06, 2023 Q3 2023
E Rn Financial, LLC

SELL
 -
-1.05K
- 13.62%
$51.5K - $56.6K
6.65K $421K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

SELL
 -
-1.13K
- 16.98%
$55.4K - $60.8K
5.51K $349K
Nov 03, 2023 Q3 2023
Liberty One Investment Management, LLC

SELL
 -
-1.13K
- 2.49%
$55.5K - $60.9K
44.3K $2.8M

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