Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.52K+ 9.92% |
$93.6K - $96.4K
|
16.8K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.37K+ 7.49% |
$84.5K - $87K
|
19.7K
$1.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.27K+ 32.21% |
$78.1K - $80.4K
|
5.2K
$327K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
525New |
$32.3K - $33.3K
|
525
$33K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
250New |
$15.4K - $15.9K
|
250
$15.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
201+ 3.09% |
$12.4K - $12.8K
|
6.7K
$421K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
22+ 0.14% |
$1.36K - $1.4K
|
15.6K
$980K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$863 - $888
|
21.4K
$1.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$61.6 - $63.5
|
305
$19.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-65- 1.61% |
$4K - $4.12K
|
3.97K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-78- 1.27% |
$4.81K - $4.95K
|
6.09K
$382K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-103- 1.23% |
$6.35K - $6.54K
|
8.27K
$520K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-406- 3.75% |
$25K - $25.8K
|
10.4K
$656K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-684- 20.46% |
$42.1K - $43.4K
|
2.66K
$167K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-733- 6.13% |
$45.2K - $46.5K
|
11.2K
$706K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-886- 7.61% |
$54.6K - $56.2K
|
10.8K
$676K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.35K- 1.04% |
$83K - $85.5K
|
128K
$8.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.93K- 37.17% |
$119K - $123K
|
3.27K
$205K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16.5K- 5.28% |
$1.02M - $1.05M
|
296K
$18.6M
|
|