Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii S&P Midcap L (XMLV)

XMLV Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q1 2025. 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
Apr 28, 2025 Q1 2025
North Capital, Inc.

Salt Lake City, UT
BUY
 -
100
New
$5.92K - $6.27K
100 $6.19K
May 05, 2025 Q1 2025
Ifp Advisors, Inc

BUY
 -
63
+ 13.4%
$3.73K - $3.95K
533 $33K
Apr 14, 2025 Q1 2025
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
57
+ 0.74%
$3.37K - $3.57K
7.71K $477K
May 08, 2025 Q1 2025
Great Valley Advisor Group, Inc.

BUY
 -
54
+ 0.83%
$3.19K - $3.39K
6.55K $405K
Apr 29, 2025 Q1 2025
Truist Financial Corp

BUY
 -
54
+ 1.47%
$3.19K - $3.39K
3.72K $230K
Apr 30, 2025 Q1 2025
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
45
+ 0.83%
$2.66K - $2.82K
5.49K $340K
May 13, 2025 Q1 2025
Russell Investments Group, Ltd.

BUY
 -
37
New
$2.19K - $2.32K
37 $2.29K
Apr 25, 2025 Q1 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
32
+ 0.24%
$1.89K - $2.01K
13.4K $827K
May 15, 2025 Q1 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
31
+ 0.59%
$1.83K - $1.94K
5.33K $330K
Apr 21, 2025 Q1 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
30
New
$1.77K - $1.88K
30 $1.86K
Apr 17, 2025 Q1 2025
1900 Wealth Management LLC

BUY
 -
23
+ 0.14%
$1.36K - $1.44K
16.4K $1.02M
May 15, 2025 Q1 2025
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
22
+ 0.49%
$1.3K - $1.38K
4.52K $279K
Apr 09, 2025 Q1 2025
Merit Financial Group, LLC

BUY
 -
15
+ 0.42%
$887 - $941
3.58K $221K
Apr 28, 2025 Q1 2025
D.A. Davidson & Co.

BUY
 -
8
+ 0.15%
$473 - $502
5.24K $324K
May 15, 2025 Q1 2025
Spectrum Wealth Advisory Group, LLC

BUY
 -
7
+ 0.08%
$414 - $439
8.34K $516K
Apr 22, 2025 Q1 2025
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
7
+ 0.24%
$414 - $439
2.91K $180K
Apr 10, 2025 Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
6
+ 0.93%
$355 - $376
654 $40.4K
May 16, 2025 Q1 2025
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
6
+ 0.15%
$355 - $376
4.12K $255K
May 15, 2025 Q1 2025
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
5
+ 0.73%
$296 - $314
689 $42.6K
May 15, 2025 Q1 2025
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
4
+ 0.11%
$237 - $251
3.58K $222K
May 14, 2025 Q1 2025
Reap Financial Group, LLC

Austin, TX
BUY
 -
4
+ 0.91%
$237 - $251
442 $27.3K
May 13, 2025 Q1 2025
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3
+ 0.66%
$177 - $188
456 $28.2K
May 09, 2025 Q1 2025
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
3
+ 0.66%
$177 - $188
456 $28.2K
May 13, 2025 Q1 2025
Petix & Botte CO

BUY
 -
2
+ 0.03%
$118 - $125
7.73K $478K
May 02, 2025 Q1 2025
Larson Financial Group LLC

BUY
 -
2
+ 0.89%
$118 - $125
227 $14K
Apr 09, 2025 Q1 2025
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
2
+ 0.67%
$118 - $125
302 $18.7K
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 02, 2025 Q1 2025
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-4
- 0.07%
$237 - $251
6.15K $380K
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-13
- 0.53%
$769 - $815
2.42K $150K
May 14, 2025 Q1 2025
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-20
- 0.14%
$1.18K - $1.25K
14.6K $903K
Apr 28, 2025 Q1 2025
Milestone Investment Advisors LLC

Middleton, WI
SELL
 -
-24
- 7.02%
$1.42K - $1.51K
318 $19.7K
Apr 16, 2025 Q1 2025
Destiny Capital Corp/Co

Golden, CO
SELL
 -
-54
- 0.46%
$3.19K - $3.39K
11.8K $727K
Apr 10, 2025 Q1 2025
Johnson & White Wealth Management, LLC

York, PA
SELL
 -
-54
- 0.17%
$3.19K - $3.39K
32K $1.98M
Apr 21, 2025 Q1 2025
Well Done, LLC

SELL
 -
-84
- 0.69%
$4.97K - $5.27K
12.2K $752K
May 15, 2025 Q1 2025
Redwood Financial Network Corp

SELL
 -
-85
- 2.4%
$5.03K - $5.33K
3.46K $214K
Apr 28, 2025 Q1 2025
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-85
- 0.58%
$5.03K - $5.33K
14.5K $898K
Apr 21, 2025 Q1 2025
E Rn Financial, LLC

SELL
 -
-91
- 1.07%
$5.38K - $5.71K
8.38K $518K
May 27, 2025 Q1 2025
Jacobi Capital Management LLC

SELL
 -
-108
- 1.54%
$6.39K - $6.77K
6.92K $428K
May 05, 2025 Q1 2025
Kestra Private Wealth Services, LLC

SELL
 -
-112
- 2.19%
$6.62K - $7.02K
5K $309K
Apr 22, 2025 Q1 2025
Petra Financial Advisors Inc

Colorado Srpings, CO
SELL
 -
-114
- 1.81%
$6.74K - $7.15K
6.18K $382K
May 14, 2025 Q1 2025
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-114
- 0.69%
$6.74K - $7.15K
16.5K $1.02M
May 07, 2025 Q1 2025
Ridgewood Investments LLC

SELL
 -
-118
- 3.88%
$6.98K - $7.4K
2.93K $181K
May 13, 2025 Q1 2025
Steward Partners Investment Advisory, LLC

SELL
 -
-120
- 3.4%
$7.1K - $7.53K
3.41K $211K
May 06, 2025 Q1 2025
Ae Wealth Management LLC

SELL
 -
-130
- 19.88%
$7.69K - $8.15K
524 $32.4K
May 15, 2025 Q1 2025
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-153
- 4.62%
$9.05K - $9.59K
3.16K $195K
May 15, 2025 Q1 2025
Creative Planning

Overland Park, KS
SELL
 -
-170
- 3.11%
$10.1K - $10.7K
5.3K $328K
Apr 23, 2025 Q1 2025
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-184
- 3.79%
$10.9K - $11.5K
4.67K $289K
Apr 18, 2025 Q1 2025
Creative Capital Management Investments LLC

San Diego, CA
SELL
 -
-210
- 26.28%
$12.4K - $13.2K
589 $36.4K
May 14, 2025 Q1 2025
Cibc Private Wealth Group, LLC

SELL
 -
-215
- 5.65%
$12.7K - $13.5K
3.59K $222K

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