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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
254
shares
|
$10,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
250
shares
|
$10,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
250
shares
|
$10,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
235
shares
|
$9,501
0.0% of portfolio
|
Q4 2024
Added 97.48%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$8,086
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
195
shares
|
$7,883
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
193
shares
|
$7,802
0.0% of portfolio
|
Q4 2024
Reduced 34.58%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
165
shares
|
$6,670
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
143
shares
|
$5,781
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
102
shares
|
$4,123
0.0% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
70
shares
|
$2,830
0.0% of portfolio
|
Q4 2024
Reduced 98.89%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
46
shares
|
$1,859
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
32
shares
|
$1,293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
32
shares
|
$1,293
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
25
shares
|
$1,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
7
shares
|
$283
0.0% of portfolio
|
Q3 2024
Reduced 78.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2
shares
|
$80
0.0% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
1
shares
|
$40
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|