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

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 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 2,303 shares of SOXQ stock, worth $123,509. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,303
Previous 2,857 19.39%
Holding current value
$123,509
Previous $124,000 7.26%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$43.35 - $50.12 $24,015 - $27,766
-554 Reduced 19.39%
2,303 $115,000
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
103
Shares Held
2.66M
Call Options Held
12.1K
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
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