Ae Wealth Management LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,857 shares of SOXQ stock, worth $152,906. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,857
Previous 2,766 3.29%
Holding current value
$152,906
Previous $93,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$28.07 - $43.66 $2,554 - $3,973
91 Added 3.29%
2,857 $124,000
Q1 2025

May 06, 2025
BUY
$33.65 - $43.06 $5,855 - $7,492
174 Added 6.71%
2,766 $93,000
Q4 2024

Feb 13, 2025
BUY
$38.02 - $42.79 $98,547 - $110,911
2,592 New
2,592 $101,000
Q4 2023

Feb 14, 2024
BUY
$25.07 - $33.23 $388,158 - $514,500
15,483 New
15,483 $508,000

Others Institutions Holding SOXQ

# of Institutions
100
Shares Held
2.6M
Call Options Held
16.8K
Put Options Held
0
View Full List

About INVESCO ETF TR II INVESCO PHLX

SOXQ Quotes by TradingView
  • Ticker SOXQ
  • Sector ETFs
  • Industry ETFs
More about SOXQ
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email