Marshall Financial Group LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Marshall Financial Group LLC

  • $458 Million
  • Q3 2025

A detailed history of Marshall Financial Group LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Marshall Financial Group LLC holds 3,238 shares of XMLV stock, worth $202,083. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,238
Previous 3,794 14.65%
Holding current value
$202,083
Previous $233,000 12.02%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
SELL
$60.96 - $64.31 $33,893 - $35,756
-556 Reduced 14.65%
3,238 $205,000
Q2 2025

Jul 10, 2025
SELL
$55.57 - $62.73 $33,619 - $37,951
-605 Reduced 13.75%
3,794 $233,000
Q1 2025

Apr 16, 2025
SELL
$59.15 - $62.71 $26,735 - $28,344
-452 Reduced 9.32%
4,399 $271,000
Q4 2024

Jan 21, 2025
SELL
$60.51 - $65.57 $10,831 - $11,737
-179 Reduced 3.56%
4,851 $295,000
Q3 2024

Oct 16, 2024
BUY
$54.31 - $61.04 $273,179 - $307,031
5,030 New
5,030 $307,000
Q2 2022

Jul 25, 2022
SELL
$49.21 - $57.04 $200,383 - $232,266
-4,072 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$52.6 - $58.44 $39,029 - $43,362
-742 Reduced 15.41%
4,072 $227,000
Q4 2021

Jan 27, 2022
SELL
$53.05 - $58.54 $661,162 - $729,584
-12,463 Reduced 72.14%
4,814 $281,000
Q3 2021

Oct 28, 2021
BUY
$52.52 - $55.82 $907,388 - $964,402
17,277 New
17,277 $907,000
Q1 2021

Apr 20, 2021
SELL
$47.42 - $52.93 $699,445 - $780,717
-14,750 Closed
0 $0
Q4 2020

Jan 29, 2021
BUY
$41.61 - $48.12 $613,747 - $709,770
14,750 New
14,750 $710,000

Others Institutions Holding XMLV

# of Institutions
224
Shares Held
8.31M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P MIDCAP L

XMLV Quotes by TradingView
  • Ticker XMLV
  • Sector ETFs
  • Industry ETFs
More about XMLV
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