Purchases and Sales Made in Q3 2025 in Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Invesco Phlx (SOXQ) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II INVESCO PHLX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
16.3K+ 171.58% |
$707K - $817K
|
25.8K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15.1KNew |
$655K - $757K
|
15.1K
$808K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.41KNew |
$191K - $221K
|
4.41K
$236K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.52K+ 6.6% |
$109K - $126K
|
40.7K
$2.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.05KNew |
$88.8K - $103K
|
2.05K
$110K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
579+ 2.57% |
$25.1K - $29K
|
23.1K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
348+ 137.01% |
$15.1K - $17.4K
|
602
$32.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
270New |
$11.7K - $13.5K
|
270
$14.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
235+ 1.64% |
$10.2K - $11.8K
|
14.6K
$779K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21+ 0.37% |
$910 - $1.05K
|
5.64K
$302K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
3New |
$130 - $150
|
3
$161
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 6.02% |
$4.34K - $5.01K
|
1.56K
$83.6K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-146- 2.49% |
$6.33K - $7.32K
|
5.73K
$307K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.16K- 10.74% |
$50.3K - $58.2K
|
9.65K
$517K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.32K- 0.99% |
$144K - $166K
|
332K
$17.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-38K- 30.36% |
$1.65M - $1.9M
|
87.1K
$4.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-76.6K- 63.27% |
$3.32M - $3.84M
|
44.5K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100K- 76.47% |
$4.35M - $5.03M
|
30.9K
$1.65M
|