Purchases and Sales Made in Q4 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 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 $526K
Jun 28, 2024 Q4 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
3
+ 0.1%
$143 - $160
2.88K $175K
Feb 14, 2024 Q4 2023
Redwood Financial Network Corp

BUY
 -
3
+ 0.07%
$143 - $160
4.26K $259K
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
2
+ 0.45%
$95 - $107
442 $26.9K
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
2
+ 0.03%
$95 - $107
6.29K $383K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 29, 2024 Q4 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
SELL
 -
-2
- 0.03%
$95 - $107
6.69K $407K
Feb 14, 2024 Q4 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-3
- 0.06%
$143 - $160
4.77K $290K
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

SELL
 -
-10
- 0.23%
$475 - $534
4.36K $265K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-10
- 29.41%
$475 - $534
24 $1.46K
Feb 13, 2024 Q4 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-27
- 0.46%
$1.28K - $1.44K
5.89K $358K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

SELL
 -
-35
- 3.46%
$1.66K - $1.87K
978 $59.5K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

SELL
 -
-41
- 6.73%
$1.95K - $2.19K
568 $34.5K
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-48
- 0.96%
$2.28K - $2.57K
4.94K $300K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

SELL
 -
-50
- 3.92%
$2.38K - $2.67K
1.22K $74.4K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

SELL
 -
-71
- 3.41%
$3.37K - $3.79K
2.01K $122K
Jan 11, 2024 Q4 2023
Trilogy Capital Inc.

SELL
 -
-80
- 1.71%
$3.8K - $4.28K
4.59K $279K
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
SELL
 -
-89
- 1.39%
$4.23K - $4.76K
6.3K $383K
Feb 15, 2024 Q4 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-111
- 10.61%
$5.27K - $5.93K
935 $56.9K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-127
- 1.28%
$6.04K - $6.79K
9.81K $597K
Feb 06, 2024 Q4 2023
Sheets Smith Wealth Management

SELL
 -
-200
- 1.54%
$9.5K - $10.7K
12.7K $775K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-226
- 4.75%
$10.7K - $12.1K
4.53K $275K
Jan 26, 2024 Q4 2023
Pfs Partners, LLC

Mine Hill, NJ
SELL
 -
-231
- 0.19%
$11K - $12.3K
120K $7.31M
Feb 13, 2024 Q4 2023
Natixis

Paris, I0
SELL
 -
-241
- 1.52%
$11.5K - $12.9K
15.6K $947K
Feb 09, 2024 Q4 2023
Wbi Investments, Inc.

SELL
 -
-243
- 1.18%
$11.5K - $13K
20.3K $1.24M
Feb 09, 2024 Q4 2023
Citigroup Inc

SELL
 -
-253
- 2.72%
$12K - $13.5K
9.04K $550K
Feb 20, 2024 Q4 2023
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-302
- 6.09%
$14.4K - $16.1K
4.66K $283K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
SELL
 -
-316
- 45.14%
$15K - $16.9K
384 $23.4K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-348
- 3.34%
$16.5K - $18.6K
10.1K $612K
Jan 12, 2024 Q4 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
SELL
 -
-365
- 4.48%
$17.3K - $19.5K
7.78K $473K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-385
- 3.52%
$18.3K - $20.6K
10.5K $641K
Jan 11, 2024 Q4 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-456
- 7.45%
$21.7K - $24.4K
5.66K $344K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-511
- 6.63%
$24.3K - $27.3K
7.2K $438K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

SELL
 -
-545
- 33.33%
$25.9K - $29.1K
1.09K $66.3K
Feb 14, 2024 Q4 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-551
- 2.99%
$26.2K - $29.4K
17.9K $1.09M
Feb 14, 2024 Q4 2023
Retirement Group, LLC

SELL
 -
-625
- 93.28%
$29.7K - $33.4K
45 $2.74K
Jan 18, 2024 Q4 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
SELL
 -
-706
- 7.37%
$33.5K - $37.7K
8.87K $540K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

SELL
 -
-819
- 26.06%
$38.9K - $43.8K
2.32K $141K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-889
- 1.21%
$42.2K - $47.5K
72.4K $4.4M
Jan 30, 2024 Q4 2023
Act Advisors, Llc.

SELL
 -
-934
- 9.96%
$44.4K - $49.9K
8.44K $513K
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

SELL
 -
-974
- 49.74%
$46.3K - $52.1K
984 $59.8K
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

SELL
 -
-1.04K
- 5.05%
$49.3K - $55.4K
19.5K $1.18M
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 $4.3M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-1.06K
- 1.13%
$50.5K - $56.8K
93.2K $5.67M
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-1.11K
- 36.91%
$52.5K - $59.1K
1.89K $115K
Jan 18, 2024 Q4 2023
Well Done, LLC

SELL
 -
-1.11K
- 1.02%
$52.6K - $59.1K
107K $6.54M
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.17K
- 2.95%
$55.6K - $62.5K
38.5K $2.34M
Jan 25, 2024 Q4 2023
Spectrum Wealth Advisory Group, LLC

SELL
 -
-1.26K
- 12.82%
$59.6K - $67.1K
8.53K $519K
Jan 26, 2024 Q4 2023
Liberty One Investment Management, LLC

SELL
 -
-1.31K
- 2.96%
$62.4K - $70.2K
43K $2.62M

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