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 84 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
5,590
shares
|
$229,637
0.0% of portfolio
|
Q2 2024
Added 12.97%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
4,249
shares
|
$174,548
0.0% of portfolio
|
Q2 2024
Reduced 79.86%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
2,693
shares
|
$110,628
0.0% of portfolio
|
Q2 2024
New holding
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
2,500
shares
|
$102,700
0.0% of portfolio
|
Q4 2022
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,937
shares
|
$79,571
0.0% of portfolio
|
Q2 2024
Added 193600.0%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
1,886
shares
|
$77,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
1,275
shares
|
$52,377
0.01% of portfolio
|
Q2 2024
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
1,261
shares
|
$51,801
0.01% of portfolio
|
Q2 2024
Added 1.29%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
942
shares
|
$38,697
0.0% of portfolio
|
Q2 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
820
shares
|
$33,685
0.0% of portfolio
|
Q1 2023
Added 3.8%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
750
shares
|
$30,810
0.01% of portfolio
|
Q1 2023
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
660
shares
|
$27,112
0.0% of portfolio
|
Q1 2024
Added 25000.0%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
640
shares
|
$26,291
0.0% of portfolio
|
Q2 2024
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
501
shares
|
$20,581
0.01% of portfolio
|
Q3 2023
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
269
shares
|
$11,050
0.01% of portfolio
|
Q2 2024
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
265
shares
|
$10,886
0.0% of portfolio
|
Q1 2024
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
200
shares
|
$8,216
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
165
shares
|
$6,778
0.0% of portfolio
|
Q2 2024
New holding
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
143
shares
|
$5,874
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
132
shares
|
$5,422
0.0% of portfolio
|
Q4 2023
Reduced 45.0%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
119
shares
|
$4,888
0.0% of portfolio
|
Q2 2024
Added 120.37%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Jul 29, 2024 Q2 2024 |
102
shares
|
$4,190
0.0% of portfolio
|
Q4 2023
Added 0.99%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
100
shares
|
$4,108
0.0% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
94
shares
|
$3,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
54
shares
|
$2,218
0.0% of portfolio
|
Q2 2024
New holding
|