Ep Wealth Advisors, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,160 shares of XMLV stock, worth $198,574. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,160

Previous 3,160 -0.0%

Holding current value

$198,574

Previous $195,000 0.51%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$59.15 - $62.71 $9,049 - $9,594	-153 Reduced 4.62%	3,160 $195,000
Q4 2024 Feb 13, 2025	BUY	$60.51 - $65.57 $4,598 - $4,983	76 Added 2.35%	3,313 $201,000
Q3 2024 Nov 14, 2024	SELL	$54.31 - $61.04 $54 - $61	-1 Reduced 0.03%	3,237 $197,000
Q1 2024 May 14, 2024	SELL	$52.35 - $56.4 $2,617 - $2,820	-50 Reduced 1.52%	3,238 $182,000
Q4 2023 Feb 28, 2024	BUY	$47.52 - $53.44 $156,245 - $175,710	3,288 New	3,288 $174,000

Q4 2022 Jun 12, 2023	BUY	$48.1 - $55.93 $202,020 - $234,906	4,200 New	4,200 $224,000

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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Ep Wealth Advisors, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History