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

Bright Futures Wealth Management, Llc.

$111 Million
Q3 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 14,714 shares of SOXQ stock, worth $789,111. This represents 0.66% of its overall portfolio holdings.

Number of Shares

14,714

Previous 18,839 21.9%

Holding current value

$789,111

Previous $633,000 16.43%

% of portfolio

0.66%

Previous 0.72%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$43.35 - $50.12 $178,818 - $206,745	-4,125 Reduced 21.9%	14,714 $737,000
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

102

Shares Held

2.66M

Call Options Held

12.1K

Put Options Held

View Full List

About INVESCO ETF TR II INVESCO PHLX

Ticker SOXQ
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Industry ETFs

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