Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-654- 53.34% |
$34.9K - $37.2K
|
572
$35.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-437- 8.07% |
$23.3K - $24.9K
|
4.98K
$310K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 31.98% |
$16K - $17.1K
|
638
$39.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58- 30.05% |
$3.1K - $3.3K
|
135
$8.4K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.65K- 97.72% |
$191K - $206K
|
85
$5.29K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-860- 17.4% |
$45K - $48.5K
|
4.08K
$254K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-710- 12.88% |
$37.2K - $40K
|
4.8K
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-431- 9.52% |
$22.6K - $24.3K
|
4.1K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-294- 4.59% |
$15.4K - $16.6K
|
6.11K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-189- 3.66% |
$9.89K - $10.7K
|
4.98K
$310K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-195K- 99.8% |
$9.26M - $10.4M
|
395
$24.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.85K- 36.54% |
$183K - $206K
|
6.68K
$416K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.68K- 37.84% |
$175K - $197K
|
6.04K
$376K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.52K- 26.86% |
$72.1K - $81.1K
|
4.13K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-819- 26.06% |
$38.9K - $43.8K
|
2.32K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-625- 93.28% |
$29.7K - $33.4K
|
45
$2.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-456- 7.45% |
$21.7K - $24.4K
|
5.66K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-241- 1.52% |
$11.5K - $12.9K
|
15.6K
$969K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-50- 3.92% |
$2.38K - $2.67K
|
1.22K
$76.2K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-19- 4.69% |
$903 - $1.02K
|
386
$24K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.39K- 90.26% |
$68.3K - $75K
|
150
$9.33K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-80- 1.03% |
$3.93K - $4.31K
|
7.67K
$477K
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.44K- 40.45% |
$220K - $233K
|
6.54K
$407K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.48K- 17.63% |
$73.5K - $77.9K
|
6.93K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-697- 7.1% |
$34.5K - $36.6K
|
9.12K
$567K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-56Closed |
$2.77K - $2.94K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-50- 1.1% |
$2.48K - $2.62K
|
4.5K
$280K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-412K- 97.82% |
$20.5M - $23.5M
|
9.17K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-35.1KClosed |
$1.75M - $2M
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-2.3K- 5.06% |
$115K - $131K
|
43.1K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.69K- 12.41% |
$84.5K - $96.5K
|
12K
$744K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.69K- 13.65% |
$84.3K - $96.2K
|
10.7K
$665K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-282- 3.44% |
$14.1K - $16.1K
|
7.92K
$492K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-264- 6.2% |
$13.2K - $15K
|
4K
$249K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 33.33% |
$49.9 - $57
|
2
$124
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54.1KClosed |
$2.6M - $3.02M
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.11K- 2.51% |
$246K - $286K
|
198K
$12.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-450- 46.15% |
$21.6K - $25.2K
|
525
$32.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-346- 3.86% |
$16.6K - $19.4K
|
8.63K
$537K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-115- 1.63% |
$5.53K - $6.43K
|
6.94K
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-103- 1.11% |
$4.95K - $5.76K
|
9.18K
$571K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-26- 3.25% |
$1.25K - $1.45K
|
774
$48.2K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-17.8KClosed |
$857K - $1M
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-1.42K- 20.0% |
$68.1K - $79.9K
|
5.67K
$353K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-850- 1.23% |
$40.8K - $47.9K
|
68.4K
$4.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-273- 6.14% |
$13.1K - $15.4K
|
4.17K
$260K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-44Closed |
$2.11K - $2.48K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-40- 0.73% |
$1.92K - $2.25K
|
5.42K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-35- 28.69% |
$1.68K - $1.97K
|
87
$5.41K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-17- 77.27% |
$817 - $958
|
5
$311
|
|