Marshall & Sterling Wealth Advisors Inc. Invesco ETF Tr Ii S&P Midcap L Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 583 shares of XMLV stock, worth $36,635. This represents 0.02% of its overall portfolio holdings.

Number of Shares
583
Previous 695 16.12%
Holding current value
$36,635
Previous $42.8 Million 13.5%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$60.96 - $64.31 $6,827 - $7,202
-112 Reduced 16.12%
583 $37 Million
Q2 2025

Aug 12, 2025
BUY
$55.57 - $62.73 $333 - $376
6 Added 0.87%
695 $42.8 Million
Q1 2025

May 15, 2025
BUY
$59.15 - $62.71 $295 - $313
5 Added 0.73%
689 $42.5 Million
Q4 2024

Feb 14, 2025
BUY
$60.51 - $65.57 $41,388 - $44,849
684 New
684 $41.6 Million

Others Institutions Holding XMLV

# of Institutions
220
Shares Held
8.15M
Call Options Held
616K
Put Options Held
167K
View Full List

About INVESCO ETF TR II S&P MIDCAP L

XMLV Quotes by TradingView
  • Ticker XMLV
  • Sector ETFs
  • Industry ETFs
More about XMLV
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