Bright Futures Wealth Management, Llc. Invesco ETF Tr Ii Invesco Phlx Transaction History

Bright Futures Wealth Management, Llc.

  • $87.3 Million
  • Q1 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 18,839 shares of SOXQ stock, worth $736,793. This represents 0.72% of its overall portfolio holdings.

Number of Shares
18,839
Previous 19,446 3.12%
Holding current value
$736,793
Previous $762,000 16.93%
% of portfolio
0.72%
Previous 0.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$33.65 - $43.06 $20,425 - $26,137
-607 Reduced 3.12%
18,839 $633,000
Q4 2024

Jan 30, 2025
SELL
$38.02 - $42.79 $135,959 - $153,017
-3,576 Reduced 15.53%
19,446 $762,000
Q3 2024

Oct 31, 2024
BUY
$34.84 - $46.54 $108,665 - $145,158
3,119 Added 15.67%
23,022 $937,000
Q2 2024

Aug 07, 2024
SELL
$33.89 - $45.47 $84,521 - $113,402
-2,494 Reduced 11.14%
19,903 $857,000
Q1 2024

Jun 28, 2024
BUY
$30.8 - $40.71 $689,827 - $911,781
22,397 New
22,397 $957 Million

Others Institutions Holding SOXQ

# of Institutions
91
Shares Held
2.37M
Call Options Held
10.1K
Put Options Held
4.2K
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 Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures 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 Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email