Iht Wealth Management, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Iht Wealth Management, LLC holds 22,380 shares of SOXQ stock, worth $1.13 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,380
Previous 14,687 52.38%
Holding current value
$1.13 Million
Previous $494,000 97.77%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$28.07 - $43.66 $215,942 - $335,876
7,693 Added 52.38%
22,380 $977,000
Q1 2025

May 15, 2025
BUY
$33.65 - $43.06 $494,217 - $632,422
14,687 New
14,687 $494,000

Others Institutions Holding SOXQ

# of Institutions
98
Shares Held
2.82M
Call Options Held
16.8K
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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