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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
6,496
shares
|
$348,380
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
6,006
shares
|
$322,101
0.1% of portfolio
|
Q3 2025
Added 84.91%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
5,727
shares
|
$307,139
0.01% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,644
shares
|
$302,687
0.02% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
4,977
shares
|
$266,916
0.01% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
4,951
shares
|
$265,522
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
4,871
shares
|
$261,231
0.0% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,582
shares
|
$245,732
0.0% of portfolio
|
Q3 2025
Reduced 58.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,491
shares
|
$240,852
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
4,412
shares
|
$236,615
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,400
shares
|
$235,972
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,300
shares
|
$230,609
0.0% of portfolio
|
Q3 2025
Added 86.96%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,585
shares
|
$192,263
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,125
shares
|
$167,593
0.01% of portfolio
|
Q3 2025
Reduced 51.02%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,577
shares
|
$138,204
0.0% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,303
shares
|
$123,509
0.0% of portfolio
|
Q3 2025
Reduced 19.39%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,128
shares
|
$114,124
0.0% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
2,048
shares
|
$109,834
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,010
shares
|
$107,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,983
shares
|
$106,348
0.03% of portfolio
|
Q3 2025
Reduced 35.74%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,828
shares
|
$98,035
0.01% of portfolio
|
Q3 2025
Reduced 66.87%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,562
shares
|
$83,770
0.05% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,261
shares
|
$67,627
0.01% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
954
shares
|
$51,163
0.0% of portfolio
|
Q2 2025
Added 112.47%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
835
shares
|
$44,781
0.0% of portfolio
|
Q3 2024
Added 1.83%
|
|