Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
21
+ 1.07%
$1.04K - $1.1K
1.98K $122K
Aug 09, 2023 Q2 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
18
+ 0.36%
$892 - $944
4.97K $308K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
18
+ 0.28%
$892 - $944
6.38K $394K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
13
+ 0.39%
$644 - $682
3.37K $208K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
10
New
$496 - $525
10 $618
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
9
+ 0.59%
$446 - $472
1.54K $95.2K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
9
+ 0.15%
$446 - $472
6.12K $378K
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
8
+ 0.09%
$396 - $420
8.94K $553K
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
8
+ 0.05%
$396 - $420
15.6K $967K
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
6
+ 0.21%
$297 - $315
2.87K $177K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
5
+ 250.0%
$248 - $262
7 $433
Jul 24, 2023 Q2 2023
Moneywise, Inc.

BUY
 -
3
+ 0.01%
$149 - $157
21.4K $1.33M
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3
+ 0.69%
$149 - $157
438 $27.1K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
2
+ 0.87%
$99.1 - $105
232 $14.3K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
1
+ 0.01%
$49.6 - $52.5
7.3K $452K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

SELL
 -
-6
- 0.29%
$297 - $315
2.09K $129K
Jul 11, 2023 Q2 2023
Janiczek Wealth Management, LLC

SELL
 -
-21
- 0.37%
$1.04K - $1.1K
5.7K $353K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

SELL
 -
-40
- 26.85%
$1.98K - $2.1K
109 $6.74K
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

SELL
 -
-50
- 1.1%
$2.48K - $2.62K
4.5K $278K
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-56
Closed
$2.77K - $2.94K
0 $0
Jul 07, 2023 Q2 2023
High Net Worth Advisory Group LLC

Naples, FL
SELL
 -
-58
- 0.66%
$2.87K - $3.04K
8.68K $537K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

SELL
 -
-60
- 1.27%
$2.97K - $3.15K
4.67K $289K
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

SELL
 -
-98
- 1.01%
$4.86K - $5.14K
9.63K $595K
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

SELL
 -
-129
- 1.83%
$6.39K - $6.77K
6.93K $429K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-155
- 2.24%
$7.68K - $8.13K
6.76K $418K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

SELL
 -
-184
- 2.1%
$9.12K - $9.65K
8.58K $530K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

SELL
 -
-200
- 22.99%
$9.91K - $10.5K
670 $41.4K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-209
- 13.85%
$10.4K - $11K
1.3K $80.4K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

SELL
 -
-250
- 19.79%
$12.4K - $13.1K
1.01K $62.6K
Aug 14, 2023 Q2 2023
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-289
- 4.39%
$14.3K - $15.2K
6.3K $389K
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

SELL
 -
-296
- 6.44%
$14.7K - $15.5K
4.3K $266K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-306
- 0.59%
$15.2K - $16.1K
51.5K $3.19M
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-325
- 6.3%
$16.1K - $17.1K
4.83K $299K
Aug 15, 2023 Q2 2023
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-327
- 4.86%
$16.2K - $17.2K
6.4K $396K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-343
- 5.18%
$17K - $18K
6.29K $389K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-351
- 0.49%
$17.4K - $18.4K
71K $4.39M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-352
- 2.73%
$17.4K - $18.5K
12.5K $775K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-380
- 3.62%
$18.8K - $19.9K
10.1K $626K
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-381
- 4.02%
$18.9K - $20K
9.1K $563K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-424
- 18.03%
$21K - $22.2K
1.93K $119K
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
SELL
 -
-480
- 62.5%
$23.8K - $25.2K
288 $17.8K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-536
- 25.21%
$26.6K - $28.1K
1.59K $98.3K
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-614
- 3.18%
$30.4K - $32.2K
18.7K $1.16M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-669
- 14.24%
$33.1K - $35.1K
4.03K $249K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-697
- 7.1%
$34.5K - $36.6K
9.12K $564K
Jul 20, 2023 Q2 2023
Well Done, LLC

SELL
 -
-720
- 0.63%
$35.7K - $37.8K
113K $7M
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

SELL
 -
-732
- 13.86%
$36.3K - $38.4K
4.55K $281K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-825
- 3.94%
$40.9K - $43.3K
20.1K $1.24M

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