Steward Partners Investment Advisory, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 11,452 shares of SOXQ stock, worth $614,170. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,452
Previous 11,452 -0.0%
Holding current value
$614,170
Previous $499,000 14.83%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$28.07 - $43.66 $44,912 - $69,856
1,600 Added 16.24%
11,452 $499,000
Q1 2025

May 13, 2025
SELL
$33.65 - $43.06 $403 - $516
-12 Reduced 0.12%
9,852 $331,000
Q4 2024

Feb 06, 2025
BUY
$38.02 - $42.79 $456 - $513
12 Added 0.12%
9,864 $386,000
Q3 2024

Nov 14, 2024
BUY
$34.84 - $46.54 $343,243 - $458,512
9,852 New
9,852 $401,000

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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