Purchases and Sales Made in Q2 2025 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
606+ 234.88% |
$33.7K - $38K
|
864
$55.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
576+ 0.9% |
$32K - $36.1K
|
64.7K
$4.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
515New |
$28.6K - $32.3K
|
515
$33K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
501+ 2.4% |
$27.8K - $31.4K
|
21.4K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
444+ 2.76% |
$24.7K - $27.9K
|
16.6K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
365+ 1.12% |
$20.3K - $22.9K
|
33.1K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
361+ 0.28% |
$20.1K - $22.6K
|
129K
$8.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
354+ 5.32% |
$19.7K - $22.2K
|
7.01K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
336+ 6.34% |
$18.7K - $21.1K
|
5.63K
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
292+ 4.94% |
$16.2K - $18.3K
|
6.2K
$397K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
263+ 3.05% |
$14.6K - $16.5K
|
8.88K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
225+ 4.22% |
$12.5K - $14.1K
|
5.55K
$355K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
162New |
$9K - $10.2K
|
162
$10.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
150+ 12.25% |
$8.34K - $9.41K
|
1.37K
$87.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
98+ 18.7% |
$5.45K - $6.15K
|
622
$39.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
83+ 1.97% |
$4.61K - $5.21K
|
4.31K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
77+ 0.35% |
$4.28K - $4.83K
|
22.1K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70+ 1.09% |
$3.89K - $4.39K
|
6.5K
$416K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
62+ 0.8% |
$3.45K - $3.89K
|
7.78K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
55+ 0.91% |
$3.06K - $3.45K
|
6.08K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43+ 0.66% |
$2.39K - $2.7K
|
6.59K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
41+ 0.64% |
$2.28K - $2.57K
|
6.41K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
39+ 0.56% |
$2.17K - $2.45K
|
6.96K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32+ 0.17% |
$1.78K - $2.01K
|
18.4K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 9.39% |
$1.61K - $1.82K
|
338
$21.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
23New |
$1.28K - $1.44K
|
23
$1.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18+ 0.54% |
$1K - $1.13K
|
3.34K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.62% |
$834 - $941
|
2.44K
$156K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
13+ 0.21% |
$722 - $815
|
6.19K
$396K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12+ 0.34% |
$667 - $753
|
3.59K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.21% |
$333 - $376
|
2.91K
$186K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6+ 0.87% |
$333 - $376
|
695
$44.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.06% |
$333 - $376
|
10.6K
$679K
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.06% |
$278 - $314
|
8.34K
$534K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.61% |
$222 - $251
|
658
$42.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4+ 0.88% |
$222 - $251
|
460
$29.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.11% |
$222 - $251
|
3.59K
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.45% |
$111 - $125
|
444
$28.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$55.6 - $62.7
|
303
$19.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 4.17% |
$55.6 - $62.7
|
25
$1.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.44% |
$55.6 - $62.7
|
228
$14.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21- 0.13% |
$1.17K - $1.32K
|
16.5K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-22- 0.59% |
$1.22K - $1.38K
|
3.7K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-56- 25.34% |
$3.11K - $3.51K
|
165
$10.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-60- 0.91% |
$3.33K - $3.76K
|
6.53K
$418K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 11.82% |
$3.5K - $3.95K
|
470
$30.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-72- 4.98% |
$4K - $4.52K
|
1.37K
$87.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-77- 1.34% |
$4.28K - $4.83K
|
5.66K
$363K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.38% |
$4.45K - $5.02K
|
21.2K
$1.36M
|