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 19,903 shares of SOXQ stock, worth $786,964. This represents 0.42% of its overall portfolio holdings.

Number of Shares
19,903
Previous 22,397 11.14%
Holding current value
$786,964
Previous $957 Million 99.91%
% of portfolio
0.42%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO ETF TR II INVESCO PHLX


  • 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.