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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
750
shares
|
$40,222
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
691
shares
|
$37,058
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
687
shares
|
$36,843
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
602
shares
|
$32,285
0.0% of portfolio
|
Q3 2025
Added 137.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
588
shares
|
$31,534
0.0% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
501
shares
|
$26,868
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
500
shares
|
$26,815
0.0% of portfolio
|
Q3 2025
Reduced 36.31%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
446
shares
|
$23,918
0.0% of portfolio
|
Q2 2025
Reduced 83.99%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
270
shares
|
$14,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
265
shares
|
$14,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
250
shares
|
$13,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
224
shares
|
$12,013
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
200
shares
|
$10,726
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
200
shares
|
$10,726
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
193
shares
|
$10,350
0.0% of portfolio
|
Q3 2025
Reduced 89.81%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
180
shares
|
$9,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
165
shares
|
$8,848
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
160
shares
|
$8,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
103
shares
|
$5,523
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
32
shares
|
$1,716
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
25
shares
|
$1,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
25
shares
|
$1,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12
shares
|
$643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
3
shares
|
$160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$53
0.0% of portfolio
|
Q3 2025
Reduced 99.44%
|
|