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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-1.14K- 5.33% |
$56.2K - $61.6K
|
20.3K
$1.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 68.41% |
$64.8K - $71.1K
|
609
$38.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.35K- 21.5% |
$66.5K - $73K
|
4.94K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.39K- 90.26% |
$68.3K - $75K
|
150
$9.49K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.6K- 12.78% |
$78.7K - $86.4K
|
10.9K
$692K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.87K- 6.63% |
$92.1K - $101K
|
26.4K
$1.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-2.26K- 5.94% |
$111K - $122K
|
35.7K
$2.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.26K- 31.17% |
$111K - $122K
|
4.98K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.32K- 10.15% |
$114K - $125K
|
20.5K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.45K- 29.08% |
$120K - $132K
|
5.97K
$378K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.71K- 20.62% |
$133K - $146K
|
10.4K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.79K- 26.57% |
$137K - $150K
|
7.71K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.45K- 4.44% |
$170K - $186K
|
74.3K
$4.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-4.55K- 4.02% |
$224K - $245K
|
109K
$6.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.11K- 2.55% |
$251K - $276K
|
195K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.52K- 13.73% |
$271K - $298K
|
34.7K
$2.2M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.98K- 44.3% |
$294K - $322K
|
7.51K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.06K- 2.94% |
$347K - $380K
|
233K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8K- 15.23% |
$393K - $432K
|
44.5K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.83K- 37.7% |
$434K - $476K
|
14.6K
$923K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.25K- 1.91% |
$454K - $499K
|
475K
$30M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.77K- 24.04% |
$480K - $527K
|
30.9K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-9.98K- 63.84% |
$490K - $538K
|
5.65K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.4K- 3.13% |
$660K - $724K
|
415K
$26.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.8K- 3.83% |
$727K - $798K
|
371K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17.8K- 34.47% |
$873K - $958K
|
33.8K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18K- 2.84% |
$885K - $972K
|
616K
$39M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.3K- 27.69% |
$946K - $1.04M
|
50.3K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.4K- 14.86% |
$1.4M - $1.53M
|
163K
$10.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-32K- 51.33% |
$1.57M - $1.72M
|
30.3K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-38K- 85.24% |
$1.87M - $2.05M
|
6.58K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-38.3K- 48.82% |
$1.88M - $2.07M
|
40.2K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.9K- 9.72% |
$2.6M - $2.85M
|
492K
$31.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-77.5K- 15.92% |
$3.81M - $4.18M
|
409K
$25.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-85.5K- 65.29% |
$4.2M - $4.61M
|
45.5K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-101K- 28.75% |
$4.96M - $5.45M
|
250K
$15.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-105K- 20.58% |
$5.15M - $5.66M
|
405K
$25.6M
|