Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.6K+ 16.49% |
$1.13M - $1.19M
|
131K
$8.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.7K+ 4.56% |
$651K - $687K
|
245K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45KNew |
$271K - $286K
|
4.45K
$278K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.41KNew |
$269K - $284K
|
4.41K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.93KNew |
$240K - $253K
|
3.93K
$245K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.94K+ 7.81% |
$179K - $189K
|
40.5K
$2.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.52K+ 63.85% |
$153K - $162K
|
6.46K
$403K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 170.49% |
$89.8K - $94.7K
|
2.34K
$146K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
950+ 281.07% |
$57.9K - $61.1K
|
1.29K
$80.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
924+ 5.31% |
$56.3K - $59.4K
|
18.3K
$1.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
697+ 20.69% |
$42.5K - $44.8K
|
4.07K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
436+ 1.32% |
$26.6K - $28K
|
33.4K
$2.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
391+ 0.3% |
$23.8K - $25.1K
|
129K
$8.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
250+ 2.13% |
$15.2K - $16.1K
|
12K
$747K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
88+ 2.38% |
$5.36K - $5.66K
|
3.79K
$237K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
85New |
$5.18K - $5.47K
|
85
$5.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
75+ 107.14% |
$4.57K - $4.82K
|
145
$9.05K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
22+ 0.14% |
$1.34K - $1.41K
|
15.6K
$972K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$1.1K - $1.16K
|
18
$1.12K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.26% |
$914 - $965
|
5.68K
$354K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 0.72% |
$853 - $900
|
1.96K
$122K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.21% |
$366 - $386
|
2.92K
$182K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6+ 0.08% |
$366 - $386
|
7.78K
$486K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.03% |
$305 - $322
|
14.8K
$926K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.78% |
$244 - $257
|
519
$32.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3+ 0.75% |
$183 - $193
|
402
$25.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.08% |
$183 - $193
|
3.59K
$224K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$61 - $64.3
|
304
$19K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 3.33% |
$61 - $64.3
|
31
$1.93K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 1.0% |
$61 - $64.3
|
101
$6.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4- 0.64% |
$244 - $257
|
618
$38.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-33- 0.81% |
$2.01K - $2.12K
|
4.04K
$252K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-35- 0.56% |
$2.13K - $2.25K
|
6.16K
$385K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-37- 22.42% |
$2.26K - $2.38K
|
128
$7.99K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-50- 0.59% |
$3.05K - $3.22K
|
8.37K
$522K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 2.22% |
$6.1K - $6.43K
|
4.41K
$275K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-108- 0.94% |
$6.58K - $6.95K
|
11.3K
$707K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-130- 2.58% |
$7.92K - $8.36K
|
4.9K
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-154- 2.29% |
$9.39K - $9.9K
|
6.56K
$409K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-257- 43.63% |
$15.7K - $16.5K
|
332
$20.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-278- 3.36% |
$16.9K - $17.9K
|
8K
$499K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-286- 2.4% |
$17.4K - $18.4K
|
11.6K
$726K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-403- 8.77% |
$24.6K - $25.9K
|
4.19K
$262K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-556- 14.65% |
$33.9K - $35.8K
|
3.24K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-630- 9.66% |
$38.4K - $40.5K
|
5.9K
$368K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-668- 1.66% |
$40.7K - $43K
|
39.7K
$2.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-720- 6.1% |
$43.9K - $46.3K
|
11.1K
$692K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.08K- 5.58% |
$65.5K - $69.1K
|
18.2K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.23K- 7.45% |
$75.2K - $79.4K
|
15.3K
$956K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.49K- 12.11% |
$91K - $96K
|
10.8K
$676K
|