Comprehensive Financial Planning, Inc./Pa Invesco ETF Tr Ii S&P Midcap L Transaction History

Comprehensive Financial Planning, Inc./Pa

$146 Billion
Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 463 shares of XMLV stock, worth $29,094. This represents 0.02% of its overall portfolio holdings.

Number of Shares

463

Previous 460 0.65%

Holding current value

$29,094

Previous $28.4 Million 3.79%

% of portfolio

0.02%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$60.96 - $64.31 $182 - $192	3 Added 0.65%	463 $29.4 Million
Q2 2025 Aug 08, 2025	BUY	$55.57 - $62.73 $222 - $250	4 Added 0.88%	460 $28.4 Million
Q1 2025 May 09, 2025	BUY	$59.15 - $62.71 $177 - $188	3 Added 0.66%	456 $28.2 Million
Q4 2024 Jan 28, 2025	BUY	$60.51 - $65.57 $27,411 - $29,703	453 New	453 $27.5 Million

Others Institutions Holding XMLV

# of Institutions

220

Shares Held

8.15M

Call Options Held

616K

Put Options Held

167K

View Full List

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

More about XMLV

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Comprehensive Financial Planning, Inc./Pa Invesco ETF Tr Ii S&P Midcap L Transaction History