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 103 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
28,090
shares
|
$1.51 Million
0.14% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
26,321
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
25,800
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Added 171.58%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
23,129
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
20,979
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
15,905
shares
|
$852,985
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
15,104
shares
|
$810,027
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
14,714
shares
|
$789,111
0.66% of portfolio
|
Q3 2025
Reduced 21.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
14,677
shares
|
$787,127
0.0% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,560
shares
|
$780,852
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
14,109
shares
|
$756,665
0.0% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,600
shares
|
$675,738
0.01% of portfolio
|
Q2 2025
Added 7141.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,452
shares
|
$614,170
0.0% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
10,852
shares
|
$581,992
0.28% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
10,140
shares
|
$543,808
0.02% of portfolio
|
Q3 2025
Reduced 34.18%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,096
shares
|
$541,448
0.01% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,064
shares
|
$539,732
0.0% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
9,852
shares
|
$528,362
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
9,653
shares
|
$517,690
0.01% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,305
shares
|
$499,027
0.0% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
9,119
shares
|
$489,051
0.02% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,665
shares
|
$464,703
0.0% of portfolio
|
Q3 2025
Reduced 43.42%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
6,755
shares
|
$362,270
0.06% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
6,600
shares
|
$353,958
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
6,530
shares
|
$350,203
0.0% of portfolio
|
Q3 2025
Reduced 84.85%
|
|