Latest Institutional Purchases of Invesco ETF Tr Ii S&P Midcap L (XMLV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Midcap L (XMLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
75+ 107.14% |
$4.57K - $4.82K
|
145
$9.11K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
46+ 0.72% |
$2.8K - $2.96K
|
6.46K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27+ 0.49% |
$1.65K - $1.74K
|
5.58K
$351K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
22+ 0.14% |
$1.34K - $1.41K
|
15.6K
$979K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
21+ 0.51% |
$1.28K - $1.35K
|
4.14K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18+ 0.41% |
$1.1K - $1.16K
|
4.4K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$1.1K - $1.16K
|
18
$1.13K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.07% |
$914 - $965
|
21.4K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.26% |
$914 - $965
|
5.68K
$357K
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
14+ 0.23% |
$853 - $900
|
6.21K
$390K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 0.72% |
$853 - $900
|
1.96K
$123K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11+ 0.03% |
$671 - $707
|
34.7K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
11+ 0.8% |
$671 - $707
|
1.39K
$87K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.07% |
$427 - $450
|
10.6K
$667K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.14% |
$366 - $386
|
4.31K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
6+ 0.07% |
$366 - $386
|
8.35K
$525K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6+ 0.08% |
$366 - $386
|
7.78K
$489K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.21% |
$366 - $386
|
2.92K
$183K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.03% |
$305 - $322
|
14.8K
$932K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.78% |
$244 - $257
|
519
$32.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3+ 0.65% |
$183 - $193
|
463
$29.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3+ 0.75% |
$183 - $193
|
402
$25.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.08% |
$183 - $193
|
3.59K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.34% |
$61 - $64.3
|
299
$18.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 3.33% |
$61 - $64.3
|
31
$1.95K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 1.0% |
$61 - $64.3
|
101
$6.35K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$61 - $64.3
|
304
$19.1K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
38.7K+ 6067.08% |
$2.15M - $2.43M
|
39.3K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
30.6KNew |
$1.7M - $1.92M
|
30.6K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$602K - $680K
|
10.8K
$681K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.05KNew |
$225K - $254K
|
4.05K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.84KNew |
$214K - $241K
|
3.84K
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.42KNew |
$190K - $215K
|
3.42K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.32KNew |
$184K - $208K
|
3.32K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.15K+ 64.52% |
$175K - $198K
|
8.04K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
1.54K+ 14.4% |
$85.7K - $96.8K
|
12.3K
$770K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 14.84% |
$78.3K - $88.4K
|
10.9K
$685K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
940New |
$52.2K - $59K
|
940
$59.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
888New |
$49.3K - $55.7K
|
888
$55.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
860New |
$47.8K - $53.9K
|
860
$54K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
263+ 3.05% |
$14.6K - $16.5K
|
8.88K
$558K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
162New |
$9K - $10.2K
|
162
$10.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70+ 1.09% |
$3.89K - $4.39K
|
6.5K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
39+ 0.56% |
$2.17K - $2.45K
|
6.96K
$437K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
23New |
$1.28K - $1.44K
|
23
$1.45K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18+ 0.54% |
$1K - $1.13K
|
3.34K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.61% |
$222 - $251
|
658
$41.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.45% |
$111 - $125
|
444
$27.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 4.17% |
$55.6 - $62.7
|
25
$1.57K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|