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 98 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
22,550
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 182.83%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,380
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Added 52.38%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
18,839
shares
|
$842,480
0.72% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,819
shares
|
$707,425
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
15,405
shares
|
$688,911
0.02% of portfolio
|
Q2 2025
Added 203.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,379
shares
|
$687,748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
15,314
shares
|
$684,842
0.0% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,325
shares
|
$640,614
0.0% of portfolio
|
Q2 2025
Added 119275.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
14,158
shares
|
$633,145
0.0% of portfolio
|
Q2 2025
Reduced 51.64%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
13,730
shares
|
$614,005
0.12% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,600
shares
|
$563,472
0.01% of portfolio
|
Q2 2025
Added 7141.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,452
shares
|
$512,133
0.0% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,969
shares
|
$490,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
10,814
shares
|
$483,602
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
10,672
shares
|
$477,251
0.26% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
10,174
shares
|
$454,981
2.11% of portfolio
|
Q2 2025
Reduced 90.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,972
shares
|
$445,947
0.0% of portfolio
|
Q2 2025
Reduced 74.09%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
9,852
shares
|
$440,581
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
9,630
shares
|
$430,653
0.0% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,562
shares
|
$427,612
0.02% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
9,500
shares
|
$424,840
0.0% of portfolio
|
Q2 2025
Reduced 74.67%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,097
shares
|
$406,817
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,910
shares
|
$353,735
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,230
shares
|
$323,325
0.0% of portfolio
|
Q2 2025
Reduced 32.74%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
6,755
shares
|
$302,083
0.05% of portfolio
|
Q1 2025
Added 3.21%
|