Icon Wealth Advisors, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,125 shares of SOXQ stock, worth $167,593. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,125
Previous 6,380 51.02%
Holding current value
$167,593
Previous $278,000 43.88%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2025
SELL
$43.35 - $50.12 $141,104 - $163,140
-3,255 Reduced 51.02%
3,125 $156,000
Q3 2024

Nov 14, 2024
BUY
$34.84 - $46.54 $208,970 - $279,146
5,998 Added 1570.16%
6,380 $259,000
Q3 2024

Nov 12, 2024
SELL
$34.84 - $46.54 $208,970 - $279,146
-5,998 Reduced 94.01%
382 $15,000
Q2 2024

Aug 14, 2024
BUY
$33.89 - $45.47 $216,218 - $290,098
6,380 New
6,380 $274,000

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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