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 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
133K+ 3691.32% |
$8.17M - $8.42M
|
136K
$8.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
9.13K+ 3.73% |
$562K - $579K
|
254K
$16M
|
|
|
Jan 28, 2026
Q4 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.76K+ 10.44% |
$416K - $429K
|
71.5K
$4.49M
|
|
|
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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 109.08% |
$86.6K - $89.1K
|
2.69K
$169K
|
|
|
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 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
414+ 1.08% |
$25.5K - $26.3K
|
38.7K
$2.43M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
398+ 4.76% |
$24.5K - $25.3K
|
8.77K
$551K
|
|
|
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 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
13+ 0.21% |
$801 - $825
|
6.22K
$391K
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.21% |
$370 - $381
|
2.92K
$184K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.77% |
$246 - $254
|
523
$32.9K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$61.6 - $63.5
|
619
$38.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$61.6 - $63.5
|
305
$19.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-5- 9.62% |
$308 - $317
|
47
$2.95K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-59- 0.61% |
$3.63K - $3.74K
|
9.56K
$601K
|
|
|
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 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-118- 1.04% |
$7.27K - $7.49K
|
11.2K
$704K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-132- 3.17% |
$8.13K - $8.38K
|
4.04K
$254K
|
|
|
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 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.37K- 8.67% |
$84.3K - $86.8K
|
14.4K
$906K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.93K- 37.17% |
$119K - $123K
|
3.27K
$205K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.15K- 14.56% |
$317K - $327K
|
30.2K
$1.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16.5K- 5.28% |
$1.02M - $1.05M
|
296K
$18.6M
|
|