Latest Institutional Purchases of Invesco ETF Tr Ii S&P Midcap L (XMLV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Midcap L (XMLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
576+ 0.9% |
$32K - $36.1K
|
64.7K
$4.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
515New |
$28.6K - $32.3K
|
515
$32K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
501+ 2.4% |
$27.8K - $31.4K
|
21.4K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
444+ 2.76% |
$24.7K - $27.9K
|
16.6K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
365+ 1.12% |
$20.3K - $22.9K
|
33.1K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
361+ 0.28% |
$20.1K - $22.6K
|
129K
$8M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
354+ 5.32% |
$19.7K - $22.2K
|
7.01K
$435K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
336+ 6.34% |
$18.7K - $21.1K
|
5.63K
$350K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
292+ 4.94% |
$16.2K - $18.3K
|
6.2K
$385K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
263+ 3.05% |
$14.6K - $16.5K
|
8.88K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
225+ 4.22% |
$12.5K - $14.1K
|
5.55K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
150+ 12.25% |
$8.34K - $9.41K
|
1.37K
$85.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
98+ 18.7% |
$5.45K - $6.15K
|
622
$38.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
83+ 1.97% |
$4.61K - $5.21K
|
4.31K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
77+ 0.35% |
$4.28K - $4.83K
|
22.1K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70+ 1.09% |
$3.89K - $4.39K
|
6.5K
$403K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
62+ 0.8% |
$3.45K - $3.89K
|
7.78K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
55+ 0.91% |
$3.06K - $3.45K
|
6.08K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43+ 0.66% |
$2.39K - $2.7K
|
6.59K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
41+ 0.64% |
$2.28K - $2.57K
|
6.41K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
39+ 0.56% |
$2.17K - $2.45K
|
6.96K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32+ 0.17% |
$1.78K - $2.01K
|
18.4K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 9.39% |
$1.61K - $1.82K
|
338
$21K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
23New |
$1.28K - $1.44K
|
23
$1.43K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18+ 0.54% |
$1K - $1.13K
|
3.34K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.62% |
$834 - $941
|
2.44K
$151K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
13+ 0.21% |
$722 - $815
|
6.19K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12+ 0.34% |
$667 - $753
|
3.59K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6+ 0.87% |
$333 - $376
|
695
$43.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.06% |
$333 - $376
|
10.6K
$659K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.21% |
$333 - $376
|
2.91K
$181K
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.06% |
$278 - $314
|
8.34K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.11% |
$222 - $251
|
3.59K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4+ 0.88% |
$222 - $251
|
460
$28.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.61% |
$222 - $251
|
658
$40.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.45% |
$111 - $125
|
444
$27.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.44% |
$55.6 - $62.7
|
228
$14.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 4.17% |
$55.6 - $62.7
|
25
$1.55K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$55.6 - $62.7
|
303
$18.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
107K+ 2171.38% |
$6.32M - $6.7M
|
112K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
82.6KNew |
$4.88M - $5.18M
|
82.6K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.7KNew |
$813K - $862K
|
13.7K
$853K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.73KNew |
$280K - $296K
|
4.73K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.94K+ 30.34% |
$233K - $247K
|
16.9K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$194K - $206K
|
3.29K
$204K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
870New |
$51.5K - $54.6K
|
870
$54K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
399New |
$23.6K - $25K
|
399
$24.8K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
100New |
$5.92K - $6.27K
|
100
$6.21K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
45+ 0.83% |
$2.66K - $2.82K
|
5.49K
$341K
|
|