Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii S&P Midcap L (XMLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P MIDCAP L.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
321+ 52.03% |
$16.8K - $18.1K
|
938
$58.5K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
316+ 0.05% |
$16.5K - $17.8K
|
618K
$38.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
316+ 0.05% |
$16.5K - $17.8K
|
618K
$38.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
227+ 150.33% |
$11.9K - $12.8K
|
378
$23.6K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
185New |
$9.68K - $10.4K
|
185
$11.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
136+ 1.84% |
$7.12K - $7.67K
|
7.52K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
124+ 3.97% |
$6.49K - $6.99K
|
3.25K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
122+ 0.85% |
$6.39K - $6.88K
|
14.4K
$899K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
119+ 2.79% |
$6.23K - $6.71K
|
4.38K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
111+ 11.87% |
$5.81K - $6.26K
|
1.05K
$65.2K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
86New |
$4.5K - $4.85K
|
86
$5.36K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86New |
$4.5K - $4.85K
|
86
$5.36K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76New |
$3.98K - $4.29K
|
76
$4.74K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
64+ 0.17% |
$3.35K - $3.61K
|
38.6K
$2.41M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
57+ 0.57% |
$2.98K - $3.21K
|
10.1K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
54+ 0.58% |
$2.83K - $3.05K
|
9.31K
$581K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
47New |
$2.46K - $2.65K
|
47
$2.93K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
44New |
$2.3K - $2.48K
|
44
$2.74K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
42+ 0.24% |
$2.2K - $2.37K
|
17.9K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24New |
$1.26K - $1.35K
|
24
$1.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.08% |
$366 - $395
|
8.66K
$540K
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.06% |
$262 - $282
|
8.54K
$533K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.17% |
$262 - $282
|
2.88K
$180K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.51% |
$262 - $282
|
989
$61.7K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.68% |
$157 - $169
|
445
$27.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.06% |
$105 - $113
|
3.47K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-24- 0.58% |
$1.26K - $1.35K
|
4.12K
$257K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 0.1% |
$1.62K - $1.75K
|
31.6K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-34- 1.81% |
$1.78K - $1.92K
|
1.85K
$115K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-38- 0.54% |
$1.99K - $2.14K
|
6.96K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-38- 0.8% |
$1.99K - $2.14K
|
4.73K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-50- 1.52% |
$2.62K - $2.82K
|
3.24K
$202K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-59- 0.74% |
$3.09K - $3.33K
|
7.93K
$495K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-63- 1.63% |
$3.3K - $3.55K
|
3.79K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-67- 0.76% |
$3.51K - $3.78K
|
8.81K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-76- 0.89% |
$3.98K - $4.29K
|
8.48K
$529K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-87- 1.87% |
$4.55K - $4.91K
|
4.57K
$285K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-98- 17.25% |
$5.13K - $5.53K
|
470
$29.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-100- 1.29% |
$5.24K - $5.64K
|
7.68K
$479K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-118- 1.92% |
$6.18K - $6.66K
|
6.02K
$376K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-123- 2.3% |
$6.44K - $6.94K
|
5.23K
$326K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-146- 3.06% |
$7.64K - $8.23K
|
4.62K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 0.62% |
$7.85K - $8.46K
|
23.9K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-189- 3.66% |
$9.89K - $10.7K
|
4.98K
$311K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-191- 49.74% |
$10K - $10.8K
|
193
$12K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 1.57% |
$10.5K - $11.3K
|
12.5K
$783K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-246- 6.53% |
$12.9K - $13.9K
|
3.52K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-294- 4.59% |
$15.4K - $16.6K
|
6.11K
$381K
|