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

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

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

88

Shares Held

2.37M

Call Options Held

11K

Put Options Held

11.3K

Lpl Financial LLC Fort Mill, SC

378K
Shares

$15.4 Million
0.01% of portfolio
Eagle Global Advisors LLC Houston, TX

338K
Shares

$13.7 Million
0.7% of portfolio
Ameriprise Financial Inc Minneapolis, MN

266K
Shares

$10.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

136K
Shares

$5.53 Million
0.0% of portfolio
Jump Financial, LLC Chicago, IL

127K
Shares

$5.18 Million
0.11% of portfolio

About INVESCO ETF TR II INVESCO PHLX

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