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 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-440- 3.59% |
$23.9K - $26.9K
|
11.8K
$730K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-454- 6.5% |
$24.7K - $27.7K
|
6.53K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-468- 3.06% |
$25.4K - $28.6K
|
14.8K
$918K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-483- 2.32% |
$26.2K - $29.5K
|
20.3K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-505- 7.57% |
$27.4K - $30.8K
|
6.16K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-514- 66.58% |
$27.9K - $31.4K
|
258
$16K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-548- 7.88% |
$29.8K - $33.4K
|
6.41K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-578- 1.74% |
$31.4K - $35.3K
|
32.7K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-606- 10.18% |
$32.9K - $37K
|
5.35K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-635- 15.86% |
$34.5K - $38.8K
|
3.37K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-665- 8.72% |
$36.1K - $40.6K
|
6.96K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-800- 10.93% |
$43.4K - $48.8K
|
6.52K
$403K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-924- 7.02% |
$50.2K - $56.4K
|
12.2K
$757K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1K- 17.09% |
$54.3K - $61K
|
4.85K
$300K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.11K- 5.85% |
$60.1K - $67.5K
|
17.8K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.13K- 11.55% |
$61.1K - $68.7K
|
8.62K
$533K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-1.15K- 6.26% |
$62.2K - $70K
|
17.2K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 3.48% |
$63.5K - $71.4K
|
32.5K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.17K- 17.01% |
$63.8K - $71.7K
|
5.73K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.24K- 4.03% |
$67.4K - $75.8K
|
29.5K
$1.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.36K- 5.74% |
$73.9K - $83K
|
22.3K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.51K- 2.61% |
$82K - $92.1K
|
56.2K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 8.28% |
$84.2K - $94.6K
|
17.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.73K- 1.56% |
$94K - $106K
|
109K
$6.77M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.77K- 71.6% |
$95.9K - $108K
|
700
$43.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.36K- 8.77% |
$128K - $144K
|
24.6K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.38K- 9.0% |
$129K - $145K
|
24K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.54K- 11.5% |
$138K - $155K
|
19.6K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 13.4% |
$147K - $165K
|
17.4K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.83K- 0.79% |
$154K - $173K
|
356K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.16K- 7.2% |
$172K - $193K
|
40.8K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.29K- 8.83% |
$179K - $201K
|
34K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4.76K- 4.74% |
$258K - $290K
|
95.7K
$5.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.57K- 31.02% |
$302K - $340K
|
12.4K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.96K- 5.0% |
$324K - $364K
|
113K
$7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.15K- 2.38% |
$334K - $375K
|
252K
$15.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-7.9K- 62.8% |
$429K - $482K
|
4.68K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.83K- 29.6% |
$479K - $539K
|
21K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.18K- 9.86% |
$498K - $560K
|
83.9K
$5.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.8K- 4.61% |
$639K - $718K
|
243K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 24.39% |
$785K - $883K
|
44.8K
$2.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.1K- 4.88% |
$873K - $981K
|
313K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 72.01% |
$1.09M - $1.23M
|
7.83K
$484K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.9K- 9.35% |
$2.22M - $2.5M
|
397K
$24.5M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-60.1K- 68.96% |
$3.26M - $3.67M
|
27.1K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.9K- 43.7% |
$3.47M - $3.9M
|
82.3K
$5.09M
|