Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45KNew |
$271K - $286K
|
4.45K
$278K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.41KNew |
$269K - $284K
|
4.41K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.93KNew |
$240K - $253K
|
3.93K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 170.49% |
$89.8K - $94.7K
|
2.34K
$146K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
950+ 281.07% |
$57.9K - $61.1K
|
1.29K
$80.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
924+ 5.31% |
$56.3K - $59.4K
|
18.3K
$1.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
697+ 20.69% |
$42.5K - $44.8K
|
4.07K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
436+ 1.32% |
$26.6K - $28K
|
33.4K
$2.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
391+ 0.3% |
$23.8K - $25.1K
|
129K
$8.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
75+ 107.14% |
$4.57K - $4.82K
|
145
$9.05K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
22+ 0.14% |
$1.34K - $1.41K
|
15.6K
$972K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6+ 0.08% |
$366 - $386
|
7.78K
$486K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.21% |
$366 - $386
|
2.92K
$182K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.03% |
$305 - $322
|
14.8K
$926K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.78% |
$244 - $257
|
519
$32.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3+ 0.75% |
$183 - $193
|
402
$25.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.08% |
$183 - $193
|
3.59K
$224K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 1.0% |
$61 - $64.3
|
101
$6.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 3.33% |
$61 - $64.3
|
31
$1.93K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$61 - $64.3
|
304
$19K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-33- 0.81% |
$2.01K - $2.12K
|
4.04K
$252K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-35- 0.56% |
$2.13K - $2.25K
|
6.16K
$385K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-37- 22.42% |
$2.26K - $2.38K
|
128
$7.99K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-50- 0.59% |
$3.05K - $3.22K
|
8.37K
$522K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 2.22% |
$6.1K - $6.43K
|
4.41K
$275K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-130- 2.58% |
$7.92K - $8.36K
|
4.9K
$306K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-257- 43.63% |
$15.7K - $16.5K
|
332
$20.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-278- 3.36% |
$16.9K - $17.9K
|
8K
$499K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-556- 14.65% |
$33.9K - $35.8K
|
3.24K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-630- 9.66% |
$38.4K - $40.5K
|
5.9K
$368K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-668- 1.66% |
$40.7K - $43K
|
39.7K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.23K- 7.45% |
$75.2K - $79.4K
|
15.3K
$956K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.49K- 12.11% |
$91K - $96K
|
10.8K
$676K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.79K- 7.31% |
$170K - $179K
|
35.4K
$2.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.99K- 47.23% |
$182K - $192K
|
3.34K
$209K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-3.29K- 3.36% |
$201K - $212K
|
94.6K
$5.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.32K- 2.89% |
$568K - $599K
|
313K
$19.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-22.3K- 81.06% |
$1.36M - $1.43M
|
5.2K
$325K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.8K- 16.02% |
$2.12M - $2.24M
|
183K
$11.4M
|