Purchases and Sales Made in Q3 2025 in Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Invesco Phlx (SOXQ) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II INVESCO PHLX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
132KNew |
$5.71M - $6.6M
|
132K
$7.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.7K+ 2202.42% |
$4.02M - $4.65M
|
96.9K
$5.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
54.2K+ 79.91% |
$2.35M - $2.72M
|
122K
$6.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
46.8K+ 460.05% |
$2.03M - $2.35M
|
57K
$3.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
16.3K+ 171.58% |
$707K - $817K
|
25.8K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15.9KNew |
$689K - $797K
|
15.9K
$853K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
15.2K+ 49.02% |
$660K - $763K
|
46.3K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15.1KNew |
$655K - $757K
|
15.1K
$810K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14.9K+ 108.61% |
$646K - $747K
|
28.6K
$1.54M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.77KNew |
$337K - $389K
|
7.77K
$416K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.95KNew |
$215K - $248K
|
4.95K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.49KNew |
$195K - $225K
|
4.49K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.41KNew |
$191K - $221K
|
4.41K
$237K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.4KNew |
$191K - $221K
|
4.4K
$236K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.59KNew |
$155K - $180K
|
3.59K
$192K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.76K+ 84.91% |
$120K - $138K
|
6.01K
$322K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.52K+ 6.6% |
$109K - $126K
|
40.7K
$2.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.05KNew |
$88.8K - $103K
|
2.05K
$110K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.01KNew |
$87.1K - $101K
|
2.01K
$108K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2K+ 86.96% |
$86.7K - $100K
|
4.3K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
999+ 10.98% |
$43.3K - $50.1K
|
10.1K
$541K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
691New |
$30K - $34.6K
|
691
$37.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
579+ 2.57% |
$25.1K - $29K
|
23.1K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
519+ 3.67% |
$22.5K - $26K
|
14.7K
$787K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
519+ 2.01% |
$22.5K - $26K
|
26.3K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
500+ 1.81% |
$21.7K - $25.1K
|
28.1K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
434+ 4.51% |
$18.8K - $21.8K
|
10.1K
$540K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
348+ 137.01% |
$15.1K - $17.4K
|
602
$32.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
270New |
$11.7K - $13.5K
|
270
$14.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
235+ 1.64% |
$10.2K - $11.8K
|
14.6K
$781K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
200New |
$8.67K - $10K
|
200
$10.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
180New |
$7.8K - $9.02K
|
180
$9.65K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
180+ 1.69% |
$7.8K - $9.02K
|
10.9K
$582K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
160New |
$6.94K - $8.02K
|
160
$8.58K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152+ 2.4% |
$6.59K - $7.62K
|
6.5K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
149+ 6.14% |
$6.46K - $7.47K
|
2.58K
$138K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
119+ 0.15% |
$5.16K - $5.96K
|
81.1K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
62+ 1.29% |
$2.69K - $3.11K
|
4.87K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21+ 0.37% |
$910 - $1.05K
|
5.64K
$303K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 6.67% |
$607 - $702
|
224
$12K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
3New |
$130 - $150
|
3
$161
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.72% |
$217 - $251
|
687
$36.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 6.02% |
$4.34K - $5.01K
|
1.56K
$83.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-140- 0.13% |
$6.07K - $7.02K
|
108K
$5.8M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-146- 2.49% |
$6.33K - $7.32K
|
5.73K
$307K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-179- 99.44% |
$7.76K - $8.97K
|
1
$53.6
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-285- 36.31% |
$12.4K - $14.3K
|
500
$26.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-439- 0.63% |
$19K - $22K
|
69.3K
$3.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-443- 4.63% |
$19.2K - $22.2K
|
9.12K
$489K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-495- 9.05% |
$21.5K - $24.8K
|
4.98K
$267K
|
|