Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76New |
$4.13K - $4.64K
|
76
$4.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
49+ 0.52% |
$2.66K - $2.99K
|
9.41K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
32+ 0.46% |
$1.74K - $1.95K
|
7.03K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 0.1% |
$869 - $977
|
16.4K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.08% |
$815 - $916
|
17.9K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 0.37% |
$760 - $855
|
3.75K
$232K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.29% |
$706 - $794
|
4.48K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.54% |
$272 - $305
|
928
$57.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.5% |
$272 - $305
|
1K
$61.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.14% |
$217 - $244
|
2.89K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4+ 0.1% |
$217 - $244
|
4.11K
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.47% |
$163 - $183
|
644
$39.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.03% |
$109 - $122
|
7.72K
$478K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1- 0.01% |
$54.3 - $61
|
6.84K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1- 0.03% |
$54.3 - $61
|
3.24K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2- 0.01% |
$109 - $122
|
16.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 66.67% |
$109 - $122
|
1
$61.8
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-15- 0.81% |
$815 - $916
|
1.83K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-25- 19.23% |
$1.36K - $1.53K
|
105
$6.49K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.2% |
$1.36K - $1.53K
|
12.5K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-33- 0.63% |
$1.79K - $2.01K
|
5.19K
$321K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52- 0.54% |
$2.82K - $3.17K
|
9.62K
$595K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-66- 0.77% |
$3.58K - $4.03K
|
8.47K
$524K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-77- 3.08% |
$4.18K - $4.7K
|
2.42K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-111- 10.61% |
$6.03K - $6.78K
|
935
$57.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-123- 2.44% |
$6.68K - $7.51K
|
4.92K
$304K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-123- 2.44% |
$6.68K - $7.51K
|
4.92K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-143- 1.63% |
$7.77K - $8.73K
|
8.62K
$533K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-160- 3.73% |
$8.69K - $9.77K
|
4.12K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-186- 5.72% |
$10.1K - $11.4K
|
3.06K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-196- 3.15% |
$10.6K - $12K
|
6.03K
$373K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-203- 1.14% |
$11K - $12.4K
|
17.7K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-204- 0.49% |
$11.1K - $12.5K
|
41.7K
$2.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-208- 3.16% |
$11.3K - $12.7K
|
6.37K
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-209- 5.12% |
$11.4K - $12.8K
|
3.88K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-211- 48.51% |
$11.5K - $12.9K
|
224
$13.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-217- 2.54% |
$11.8K - $13.2K
|
8.33K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 39.87% |
$13.6K - $15.3K
|
377
$23.3K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-252- 4.55% |
$13.7K - $15.4K
|
5.29K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-276- 3.5% |
$15K - $16.8K
|
7.61K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-292- 7.59% |
$15.9K - $17.8K
|
3.56K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-304- 2.87% |
$16.5K - $18.6K
|
10.3K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-312- 0.48% |
$16.9K - $19K
|
64.6K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-323- 3.77% |
$17.5K - $19.7K
|
8.25K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-343- 0.25% |
$18.6K - $20.9K
|
138K
$8.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-375- 10.97% |
$20.4K - $22.9K
|
3.04K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-381- 0.12% |
$20.7K - $23.3K
|
312K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-392- 9.54% |
$21.3K - $23.9K
|
3.72K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-429- 1.33% |
$23.3K - $26.2K
|
31.7K
$1.96M
|