Purchases and Sales Made in Q3 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 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
|
- |
33New |
$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
|
- |
20New |
$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
$388K
|
|
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 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$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
$683K
|
|
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
$548K
|
|
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
$503K
|
|
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
$2.81M
|