Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii S&P Midcap L (XMLV)

XMLV Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q4 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
Jan 29, 2025 Q4 2024
Investment Partners Asset Management, Inc.

Metuchen, NJ
BUY
 -
394
+ 2.7%
$23.8K - $25.8K
15K $916K
Feb 13, 2025 Q4 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
379
+ 2.11%
$22.9K - $24.9K
18.3K $1.12M
Feb 12, 2025 Q4 2024
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
342
New
$20.7K - $22.4K
342 $20.9K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
300
New
$18.2K - $19.7K
300 $18.3K
Jan 24, 2025 Q4 2024
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
292
+ 0.23%
$17.7K - $19.1K
126K $7.71M
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
288
New
$17.4K - $18.9K
288 $17.6K
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
180
New
$10.9K - $11.8K
180 $11K
Feb 14, 2025 Q4 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
150
+ 2.91%
$9.08K - $9.84K
5.3K $323K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
121
+ 2.01%
$7.32K - $7.93K
6.15K $375K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
119
+ 11900.0%
$7.2K - $7.8K
120 $7.32K
Jan 24, 2025 Q4 2024
Ogorek Anthony Joseph

BUY
 -
100
New
$6.05K - $6.56K
100 $6.1K
Feb 14, 2025 Q4 2024
Harvest Investment Services, LLC

BUY
 -
82
+ 1.18%
$4.96K - $5.38K
7.04K $430K
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
76
+ 2.35%
$4.6K - $4.98K
3.31K $202K
Feb 13, 2025 Q4 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
67
+ 0.42%
$4.05K - $4.39K
15.9K $968K
Feb 13, 2025 Q4 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
63
+ 0.67%
$3.81K - $4.13K
9.48K $578K
Jan 15, 2025 Q4 2024
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
48
+ 0.63%
$2.9K - $3.15K
7.66K $467K
Jan 13, 2025 Q4 2024
Psi Advisors, LLC

BUY
 -
47
+ 5.06%
$2.84K - $3.08K
975 $59.5K
Feb 14, 2025 Q4 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
45
+ 0.26%
$2.72K - $2.95K
17.3K $1.05M
Jan 21, 2025 Q4 2024
Accel Wealth Management

BUY
 -
27
+ 0.44%
$1.63K - $1.77K
6.19K $378K
Jan 21, 2025 Q4 2024
Dynamic Advisor Solutions LLC

BUY
 -
20
+ 0.31%
$1.21K - $1.31K
6.43K $392K
Jan 27, 2025 Q4 2024
1900 Wealth Management LLC

BUY
 -
17
+ 0.1%
$1.03K - $1.11K
16.4K $1M
Feb 18, 2025 Q4 2024
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
17
+ 0.38%
$1.03K - $1.11K
4.49K $274K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
16
New
$968 - $1.05K
16 $976
Feb 05, 2025 Q4 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
15
+ 0.62%
$908 - $984
2.44K $149K
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
11
+ 0.31%
$666 - $721
3.56K $217K
Jan 31, 2025 Q4 2024
Destiny Capital Corp/Co

Golden, CO
BUY
 -
7
+ 0.06%
$424 - $459
11.8K $721K
Feb 13, 2025 Q4 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
6
+ 0.15%
$363 - $393
4.11K $251K
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
6
+ 0.06%
$363 - $393
10.3K $629K
Jan 24, 2025 Q4 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
6
+ 0.21%
$363 - $393
2.9K $177K
Jan 30, 2025 Q4 2024
Spectrum Wealth Advisory Group, LLC

BUY
 -
6
+ 0.07%
$363 - $393
8.33K $508K
Feb 14, 2025 Q4 2024
Integrated Wealth Concepts LLC

BUY
 -
4
+ 0.07%
$242 - $262
5.35K $327K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
4
+ 0.62%
$242 - $262
648 $39.5K
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3
+ 0.67%
$182 - $197
453 $27.6K
Feb 14, 2025 Q4 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
3
+ 0.08%
$182 - $197
3.56K $217K
Feb 05, 2025 Q4 2024
Jacobi Capital Management LLC

BUY
 -
1
+ 0.01%
$60.5 - $65.6
7.03K $429K
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
1
+ 0.45%
$60.5 - $65.6
225 $13.7K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1
+ 0.05%
$60.5 - $65.6
1.83K $112K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 18, 2025 Q4 2024
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-1
- 4.17%
$60.5 - $65.6
23 $1.4K
Feb 10, 2025 Q4 2024
Petra Financial Advisors Inc

Colorado Srpings, CO
SELL
 -
-10
- 0.16%
$605 - $656
6.29K $384K
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-12
- 0.83%
$726 - $787
1.43K $87.5K
Feb 12, 2025 Q4 2024
Cibc Private Wealth Group, LLC

SELL
 -
-28
- 0.73%
$1.69K - $1.84K
3.81K $232K
Jan 31, 2025 Q4 2024
Truist Financial Corp

SELL
 -
-49
- 1.32%
$2.96K - $3.21K
3.67K $224K
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-50
- 1.01%
$3.03K - $3.28K
4.89K $298K
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

SELL
 -
-58
- 1.1%
$3.51K - $3.8K
5.23K $319K
Feb 06, 2025 Q4 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-61
- 0.75%
$3.69K - $4K
8.09K $493K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

SELL
 -
-65
- 0.44%
$3.93K - $4.26K
14.8K $901K
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

SELL
 -
-79
- 1.52%
$4.78K - $5.18K
5.11K $312K
Jan 15, 2025 Q4 2024
Meridian Financial, LLC

Holliston, MA
SELL
 -
-101
- 2.19%
$6.11K - $6.62K
4.51K $275K

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