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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
144
shares
|
$5,631
0.0% of portfolio
|
Q1 2025
Reduced 42.4%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
143
shares
|
$5,592
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
103
shares
|
$4,028
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
100
shares
|
$3,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
70
shares
|
$2,737
0.0% of portfolio
|
Q4 2024
Reduced 98.89%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
46
shares
|
$1,799
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
32
shares
|
$1,251
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
32
shares
|
$1,251
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
25
shares
|
$977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
25
shares
|
$977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12
shares
|
$469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
7
shares
|
$273
0.0% of portfolio
|
Q3 2024
Reduced 78.79%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|