Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9- 0.01% |
$342 - $385
|
136K
$5.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-75- 2.97% |
$2.85K - $3.21K
|
2.45K
$99.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-89- 0.43% |
$3.38K - $3.81K
|
20.7K
$837K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-102- 34.58% |
$3.88K - $4.36K
|
193
$7.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-243- 2.22% |
$9.24K - $10.4K
|
10.7K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-260- 4.54% |
$9.89K - $11.1K
|
5.47K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-430- 5.12% |
$16.3K - $18.4K
|
7.97K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-750- 50.0% |
$28.5K - $32.1K
|
750
$30.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-920- 3.68% |
$35K - $39.4K
|
24.1K
$974K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.05K- 4.12% |
$39.8K - $44.8K
|
24.3K
$984K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-1.3K- 1.26% |
$49.4K - $55.6K
|
102K
$4.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 64.37% |
$52.9K - $59.5K
|
770
$31.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.82K- 99.89% |
$69.1K - $77.7K
|
2
$80.9
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.83K- 33.32% |
$69.7K - $78.5K
|
3.67K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.67K- 9.7% |
$102K - $114K
|
24.9K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.37K- 28.28% |
$128K - $144K
|
8.54K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.58K- 15.53% |
$136K - $153K
|
19.4K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.22K- 98.89% |
$236K - $266K
|
70
$2.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.32K- 46.78% |
$240K - $271K
|
7.19K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.9K- 56.29% |
$451K - $507K
|
9.2K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13K- 37.19% |
$492K - $554K
|
21.9K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.4K- 82.35% |
$547K - $616K
|
3.09K
$125K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-19K- 61.29% |
$722K - $813K
|
12K
$485K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24.9K- 29.16% |
$947K - $1.07M
|
60.5K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.2K- 13.97% |
$1.41M - $1.59M
|
229K
$9.26M
|