Blue Bell Private Wealth Management, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,261 shares of SOXQ stock, worth $67,627. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,261
Previous 1,261 -0.0%
Holding current value
$67,627
Previous $55,000 14.55%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$33.89 - $45.47 $542 - $727
16 Added 1.29%
1,261 $54,000
Q1 2024

Apr 24, 2024
BUY
$30.8 - $40.71 $831 - $1,099
27 Added 2.22%
1,245 $48,000
Q3 2023

Oct 30, 2023
BUY
$26.23 - $30.44 $918 - $1,065
35 Added 2.96%
1,218 $32,000
Q4 2022

Feb 03, 2023
BUY
$16.99 - $22.32 $15,290 - $20,088
900 Added 318.02%
1,183 $23,000
Q3 2022

Nov 08, 2022
BUY
$18.19 - $24.26 $2,346 - $3,129
129 Added 83.77%
283 $5,000
Q2 2022

Aug 02, 2022
BUY
$20.15 - $26.98 $3,103 - $4,154
154 New
154 $3,000

Others Institutions Holding SOXQ

# of Institutions
103
Shares Held
2.66M
Call Options Held
12.1K
Put Options Held
0
View Full List

About INVESCO ETF TR II INVESCO PHLX

SOXQ Quotes by TradingView
  • Ticker SOXQ
  • Sector ETFs
  • Industry ETFs
More about SOXQ
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