Purchases and Sales Made in Q1 2024 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 27.52% |
$15.7K - $16.9K
|
790
$49.3K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-303- 2.74% |
$15.9K - $17.1K
|
10.8K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-342- 5.44% |
$17.9K - $19.3K
|
5.95K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-351- 35.89% |
$18.4K - $19.8K
|
627
$39.1K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-352- 2.1% |
$18.4K - $19.9K
|
16.4K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-361- 12.6% |
$18.9K - $20.4K
|
2.5K
$156K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-383- 5.73% |
$20.1K - $21.6K
|
6.3K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-391- 0.94% |
$20.5K - $22.1K
|
41.3K
$2.57M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-428- 10.2% |
$22.4K - $24.1K
|
3.77K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-431- 9.52% |
$22.6K - $24.3K
|
4.1K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-439- 1.23% |
$23K - $24.8K
|
35.2K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-452- 2.43% |
$23.7K - $25.5K
|
18.1K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-544- 37.62% |
$28.5K - $30.7K
|
902
$56.3K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-597- 10.13% |
$31.3K - $33.7K
|
5.3K
$330K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-707- 3.06% |
$37K - $39.9K
|
22.4K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-710- 12.88% |
$37.2K - $40K
|
4.8K
$300K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-719- 10.07% |
$37.6K - $40.6K
|
6.42K
$400K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-794- 9.41% |
$41.6K - $44.8K
|
7.65K
$477K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-812- 11.27% |
$42.5K - $45.8K
|
6.39K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-834- 13.24% |
$43.7K - $47K
|
5.47K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-845- 0.79% |
$44.2K - $47.7K
|
107K
$6.66M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-860- 17.4% |
$45K - $48.5K
|
4.08K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-901- 9.18% |
$47.2K - $50.8K
|
8.91K
$556K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-957- 21.21% |
$50.1K - $54K
|
3.56K
$222K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-972- 4.78% |
$50.9K - $54.8K
|
19.4K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.07K- 2.49% |
$56.2K - $60.5K
|
41.9K
$2.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.1K- 17.38% |
$57.6K - $62K
|
5.23K
$326K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.16K- 17.49% |
$60.6K - $65.3K
|
5.46K
$340K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.24K- 5.59% |
$64.8K - $69.8K
|
20.9K
$1.3M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.36K- 27.73% |
$71.4K - $76.9K
|
3.56K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.77K- 12.03% |
$92.8K - $100K
|
13K
$809K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.12K- 7.37% |
$111K - $120K
|
26.7K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.37K- 4.93% |
$124K - $133K
|
45.6K
$2.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-2.67K- 7.87% |
$140K - $150K
|
31.2K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.83K- 33.18% |
$148K - $160K
|
5.7K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.02K- 24.19% |
$158K - $170K
|
9.47K
$591K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.65K- 97.72% |
$191K - $206K
|
85
$5.3K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.86K- 49.99% |
$202K - $218K
|
3.86K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.47K- 22.92% |
$234K - $252K
|
15K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.65K- 16.01% |
$243K - $262K
|
24.4K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.8K- 18.38% |
$251K - $271K
|
21.3K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.77K- 24.13% |
$302K - $325K
|
18.1K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.28K- 8.89% |
$329K - $354K
|
64.4K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.77K- 7.97% |
$355K - $382K
|
78.2K
$4.88M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.84K- 64.84% |
$358K - $386K
|
3.71K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.01K- 7.52% |
$367K - $395K
|
86.2K
$5.38M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.06K- 5.72% |
$370K - $398K
|
116K
$7.26M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.23K- 22.65% |
$431K - $464K
|
28.1K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.64K- 2.75% |
$505K - $544K
|
341K
$21.3M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.8K- 4.21% |
$619K - $667K
|
269K
$16.8M
|