Institutional Ownership Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Invesco Phlx (SOXQ). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
21,872
shares
|
$884,284
0.01% of portfolio
|
Q4 2024
Reduced 37.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,710
shares
|
$837,305
0.01% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
20,114
shares
|
$813,209
0.0% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
19,446
shares
|
$786,201
0.75% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
18,757
shares
|
$758,345
0.0% of portfolio
|
Q4 2024
Added 44.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,459
shares
|
$584,577
0.0% of portfolio
|
Q4 2024
Added 181.03%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,124
shares
|
$571,033
0.0% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
12,484
shares
|
$504,728
0.0% of portfolio
|
Q4 2024
Added 20.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
12,229
shares
|
$494,418
0.0% of portfolio
|
Q4 2024
Added 124.8%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
12,000
shares
|
$485,160
0.0% of portfolio
|
Q4 2024
Reduced 61.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
10,709
shares
|
$432,964
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,628
shares
|
$429,690
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,864
shares
|
$398,801
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
9,852
shares
|
$398,316
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,557
shares
|
$386,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
9,200
shares
|
$371,956
0.01% of portfolio
|
Q4 2024
Reduced 56.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
8,538
shares
|
$345,191
0.0% of portfolio
|
Q4 2024
Reduced 28.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,973
shares
|
$322,348
0.01% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
7,257
shares
|
$293,400
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
7,230
shares
|
$292,308
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,194
shares
|
$290,853
0.0% of portfolio
|
Q4 2024
Reduced 46.78%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,545
shares
|
$264,614
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
6,540
shares
|
$264,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
6,380
shares
|
$257,943
0.02% of portfolio
|
Q3 2024
Added 1570.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,860
shares
|
$236,919
0.01% of portfolio
|
Q4 2024
Added 0.12%
|