Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.06% |
$238 - $267
|
8.66K
$548K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3+ 0.1% |
$143 - $160
|
2.88K
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.07% |
$143 - $160
|
4.26K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.45% |
$95 - $107
|
442
$28K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.03% |
$95 - $107
|
6.29K
$398K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2- 0.03% |
$95 - $107
|
6.69K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3- 0.06% |
$143 - $160
|
4.77K
$302K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10- 0.23% |
$475 - $534
|
4.36K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10- 29.41% |
$475 - $534
|
24
$1.52K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-19- 4.69% |
$903 - $1.02K
|
386
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-27- 0.46% |
$1.28K - $1.44K
|
5.89K
$373K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35- 3.46% |
$1.66K - $1.87K
|
978
$61.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-41- 6.73% |
$1.95K - $2.19K
|
568
$35.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48- 0.96% |
$2.28K - $2.57K
|
4.94K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-50- 3.92% |
$2.38K - $2.67K
|
1.22K
$77.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-71- 3.41% |
$3.37K - $3.79K
|
2.01K
$127K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-80- 1.71% |
$3.8K - $4.28K
|
4.59K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-89- 1.39% |
$4.23K - $4.76K
|
6.3K
$399K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-111- 10.61% |
$5.27K - $5.93K
|
935
$59.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-127- 1.28% |
$6.04K - $6.79K
|
9.81K
$621K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 1.54% |
$9.5K - $10.7K
|
12.7K
$807K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-226- 4.75% |
$10.7K - $12.1K
|
4.53K
$287K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-231- 0.19% |
$11K - $12.3K
|
120K
$7.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-241- 1.52% |
$11.5K - $12.9K
|
15.6K
$986K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-243- 1.18% |
$11.5K - $13K
|
20.3K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-253- 2.72% |
$12K - $13.5K
|
9.04K
$572K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-302- 6.09% |
$14.4K - $16.1K
|
4.66K
$295K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-316- 45.14% |
$15K - $16.9K
|
384
$24.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-348- 3.34% |
$16.5K - $18.6K
|
10.1K
$637K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-365- 4.48% |
$17.3K - $19.5K
|
7.78K
$492K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-385- 3.52% |
$18.3K - $20.6K
|
10.5K
$667K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-456- 7.45% |
$21.7K - $24.4K
|
5.66K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-511- 6.63% |
$24.3K - $27.3K
|
7.2K
$456K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-545- 33.33% |
$25.9K - $29.1K
|
1.09K
$69K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-551- 2.99% |
$26.2K - $29.4K
|
17.9K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-625- 93.28% |
$29.7K - $33.4K
|
45
$2.85K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-706- 7.37% |
$33.5K - $37.7K
|
8.87K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-819- 26.06% |
$38.9K - $43.8K
|
2.32K
$147K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-889- 1.21% |
$42.2K - $47.5K
|
72.4K
$4.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-934- 9.96% |
$44.4K - $49.9K
|
8.44K
$534K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-974- 49.74% |
$46.3K - $52.1K
|
984
$62.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.04K- 5.05% |
$49.3K - $55.4K
|
19.5K
$1.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.04K- 1.45% |
$49.4K - $55.6K
|
70.7K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.06K- 1.13% |
$50.5K - $56.8K
|
93.2K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.11K- 36.91% |
$52.5K - $59.1K
|
1.89K
$120K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-1.11K- 1.02% |
$52.6K - $59.1K
|
107K
$6.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.17K- 2.95% |
$55.6K - $62.5K
|
38.5K
$2.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.26K- 12.82% |
$59.6K - $67.1K
|
8.53K
$540K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.31K- 2.96% |
$62.4K - $70.2K
|
43K
$2.72M
|