Latest Institutional Transactions on Invesco ETF Tr Ii S&P Midcap L (XMLV)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Midcap L (XMLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-35- 0.56% |
$2.13K - $2.25K
|
6.16K
$387K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.99K- 47.23% |
$182K - $192K
|
3.34K
$210K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.91K- 4.28% |
$217K - $245K
|
87.5K
$5.5M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
940New |
$52.2K - $59K
|
940
$59.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
162New |
$9K - $10.2K
|
162
$10.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-97- 15.45% |
$5.39K - $6.08K
|
531
$33.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.84KNew |
$214K - $241K
|
3.84K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
SELL
|
- |
-182- 1.2% |
$10.1K - $11.4K
|
14.9K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-183- 5.3% |
$10.2K - $11.5K
|
3.27K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$602K - $680K
|
10.8K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-72- 4.98% |
$4K - $4.52K
|
1.37K
$86.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18+ 0.54% |
$1K - $1.13K
|
3.34K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
860New |
$47.8K - $53.9K
|
860
$54K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
30.6KNew |
$1.7M - $1.92M
|
30.6K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
39+ 0.56% |
$2.17K - $2.45K
|
6.96K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.54K- 10.61% |
$85.6K - $96.6K
|
13K
$816K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
38.7K+ 6067.08% |
$2.15M - $2.43M
|
39.3K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.32KNew |
$184K - $208K
|
3.32K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
1.54K+ 14.4% |
$85.7K - $96.8K
|
12.3K
$770K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-567- 9.23% |
$31.5K - $35.6K
|
5.58K
$351K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 14.84% |
$78.3K - $88.4K
|
10.9K
$685K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-687- 63.61% |
$38.2K - $43.1K
|
393
$24.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 50.0% |
$5.56K - $6.27K
|
100
$6.28K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
23New |
$1.28K - $1.44K
|
23
$1.45K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-292- 6.25% |
$16.2K - $18.3K
|
4.38K
$275K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
263+ 3.05% |
$14.6K - $16.5K
|
8.88K
$558K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 11.82% |
$3.5K - $3.95K
|
470
$29.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.45% |
$111 - $125
|
444
$27.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
888New |
$49.3K - $55.7K
|
888
$55.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.42KNew |
$190K - $215K
|
3.42K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.15K+ 64.52% |
$175K - $198K
|
8.04K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 4.17% |
$55.6 - $62.7
|
25
$1.57K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-625- 4.39% |
$34.7K - $39.2K
|
13.6K
$855K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70+ 1.09% |
$3.89K - $4.39K
|
6.5K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.05KNew |
$225K - $254K
|
4.05K
$254K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.61% |
$222 - $251
|
658
$41.3K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
870New |
$51.5K - $54.6K
|
870
$54.7K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.7KNew |
$813K - $862K
|
13.7K
$864K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.94K+ 30.34% |
$233K - $247K
|
16.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-153- 4.62% |
$9.05K - $9.59K
|
3.16K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
82.6KNew |
$4.88M - $5.18M
|
82.6K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.66% |
$177 - $188
|
456
$28.7K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37New |
$2.19K - $2.32K
|
37
$2.33K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.03% |
$118 - $125
|
7.73K
$486K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$194K - $206K
|
3.29K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-118- 3.88% |
$6.98K - $7.4K
|
2.93K
$184K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.1K- 34.01% |
$124K - $132K
|
4.08K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
45+ 0.83% |
$2.66K - $2.82K
|
5.49K
$345K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-91- 1.07% |
$5.38K - $5.71K
|
8.38K
$526K
|
|