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 91 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $92.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,694
shares
|
$105,362
0.0% of portfolio
|
Q1 2025
Reduced 26.61%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,500
shares
|
$97,775
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,454
shares
|
$95,975
0.0% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,300
shares
|
$89,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,241
shares
|
$87,645
0.01% of portfolio
|
Q1 2025
Added 24.57%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,660
shares
|
$64,922
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,261
shares
|
$49,317
0.01% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,071
shares
|
$41,886
0.0% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
835
shares
|
$32,656
0.0% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
750
shares
|
$29,332
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
708
shares
|
$27,689
0.0% of portfolio
|
Q1 2025
Reduced 44.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
692
shares
|
$27,064
0.0% of portfolio
|
Q1 2025
Reduced 28.51%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
690
shares
|
$26,985
0.0% of portfolio
|
Q2 2024
Reduced 85.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
678
shares
|
$26,516
0.0% of portfolio
|
Q1 2025
Reduced 90.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
501
shares
|
$19,594
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
449
shares
|
$17,560
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
320
shares
|
$12,515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
265
shares
|
$10,364
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
254
shares
|
$9,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
250
shares
|
$9,777
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
210
shares
|
$8,213
0.0% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
200
shares
|
$7,822
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
180
shares
|
$7,039
0.0% of portfolio
|
Q1 2025
Added 8900.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
174
shares
|
$6,805
0.0% of portfolio
|
Q1 2025
Reduced 77.4%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
165
shares
|
$6,453
0.0% of portfolio
|
Q2 2024
New holding
|