Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
68+ 0.86% |
$3.63K - $3.87K
|
8K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
51+ 0.55% |
$2.72K - $2.9K
|
9.37K
$581K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39+ 0.54% |
$2.08K - $2.22K
|
7.32K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
39New |
$2.08K - $2.22K
|
39
$2.42K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34+ 0.49% |
$1.81K - $1.94K
|
6.99K
$434K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
29+ 0.3% |
$1.55K - $1.65K
|
9.74K
$604K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24+ 6.5% |
$1.28K - $1.37K
|
393
$24.4K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.08% |
$801 - $854
|
17.9K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.61% |
$320 - $342
|
995
$61.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
6+ 0.07% |
$320 - $342
|
8.54K
$530K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.17% |
$267 - $285
|
2.89K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.07% |
$213 - $228
|
5.95K
$369K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.01% |
$107 - $114
|
16.4K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.05% |
$53.4 - $56.9
|
2.01K
$125K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1- -0.0% |
$53.4 - $56.9
|
41.9K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 0.11% |
$107 - $114
|
1.85K
$115K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.2% |
$267 - $285
|
2.5K
$155K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-11- 0.27% |
$587 - $626
|
4.11K
$255K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-15- 0.05% |
$801 - $854
|
31.2K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18- 2.28% |
$961 - $1.02K
|
772
$47.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 13.33% |
$1.07K - $1.14K
|
130
$8.06K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-28- 0.47% |
$1.49K - $1.59K
|
5.96K
$370K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-29- 0.77% |
$1.55K - $1.65K
|
3.74K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-43- 97.73% |
$2.29K - $2.45K
|
1
$62
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-47- 1.21% |
$2.51K - $2.68K
|
3.85K
$239K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58- 30.05% |
$3.1K - $3.3K
|
135
$8.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-108- 2.36% |
$5.76K - $6.15K
|
4.46K
$277K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-151- 1.69% |
$8.06K - $8.6K
|
8.76K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-156- 4.11% |
$8.33K - $8.88K
|
3.64K
$225K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 0.75% |
$9.61K - $10.2K
|
23.7K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-195- 3.04% |
$10.4K - $11.1K
|
6.23K
$386K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-269- 3.05% |
$14.4K - $15.3K
|
8.54K
$529K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-290- 1.09% |
$15.5K - $16.5K
|
26.4K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-291- 6.65% |
$15.5K - $16.6K
|
4.09K
$253K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-300- 10.85% |
$16K - $17.1K
|
2.47K
$153K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 31.98% |
$16K - $17.1K
|
638
$39.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-357- 30.88% |
$19.1K - $20.3K
|
799
$49.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-421- 3.23% |
$22.5K - $24K
|
12.6K
$781K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-437- 8.07% |
$23.3K - $24.9K
|
4.98K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-445Closed |
$23.7K - $25.3K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-448- 2.31% |
$23.9K - $25.5K
|
18.9K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-476- 8.35% |
$25.4K - $27.1K
|
5.22K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-503- 4.94% |
$26.8K - $28.6K
|
9.67K
$600K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-590- 12.84% |
$31.5K - $33.6K
|
4K
$248K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-600- 9.3% |
$32K - $34.2K
|
5.85K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-631- 13.33% |
$33.7K - $35.9K
|
4.1K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-654- 53.34% |
$34.9K - $37.2K
|
572
$35.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-663- 8.67% |
$35.4K - $37.8K
|
6.98K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-719- 5.55% |
$38.4K - $40.9K
|
12.2K
$759K
|