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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
750
shares
|
$33,540
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
709
shares
|
$31,706
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
692
shares
|
$30,946
0.0% of portfolio
|
Q1 2025
Reduced 28.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
588
shares
|
$26,295
0.0% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
501
shares
|
$22,404
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
446
shares
|
$19,945
0.0% of portfolio
|
Q2 2025
Reduced 83.99%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
265
shares
|
$11,850
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
254
shares
|
$11,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
250
shares
|
$11,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
210
shares
|
$9,391
0.0% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
200
shares
|
$8,944
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
200
shares
|
$8,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
180
shares
|
$8,049
0.0% of portfolio
|
Q1 2025
Added 8900.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
165
shares
|
$7,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
143
shares
|
$6,394
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
103
shares
|
$4,606
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
32
shares
|
$1,431
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
32
shares
|
$1,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
25
shares
|
$1,118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
25
shares
|
$1,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12
shares
|
$536
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|