Mark Sheptoff Financial Planning, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Mark Sheptoff Financial Planning, LLC

$180 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$22.87 - $29.51 $155,538 - $200,697	6,801 New	6,801 $196,000

Others Institutions Holding SOXQ

# of Institutions

101

Shares Held

2.6M

Call Options Held

16.8K

Put Options Held

0

Eagle Global Advisors LLC Houston, TX

332K
Shares

$17.8 Million
0.67% of portfolio
Lpl Financial LLC Fort Mill, SC

319K
Shares

$17.1 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

245K
Shares

$13.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

173K
Shares

$9.27 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

108K
Shares

$5.79 Million
0.01% of portfolio

About INVESCO ETF TR II INVESCO PHLX

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