Marshall Investment Management, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Marshall Investment Management, LLC

  • $21 Billion
  • Q2 2025

A detailed history of Marshall Investment Management, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Marshall Investment Management, LLC holds 10,174 shares of SOXQ stock, worth $454,981. This represents 2.11% of its overall portfolio holdings.

Number of Shares
10,174
Previous 111,175 90.85%
Holding current value
$454,981
Previous $3.74 Billion 88.13%
% of portfolio
2.11%
Previous 2.32%

Shares

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

Aug 13, 2025
SELL
$28.07 - $43.66 $2.84 Million - $4.41 Million
-101,001 Reduced 90.85%
10,174 $444 Million
Q1 2025

May 07, 2025
SELL
$33.65 - $43.06 $536,212 - $686,161
-15,935 Reduced 12.54%
111,175 $3.74 Billion
Q4 2024

Feb 03, 2025
BUY
$38.02 - $42.79 $4.83 Million - $5.44 Million
127,110 New
127,110 $5.18 Billion

Others Institutions Holding SOXQ

# of Institutions
98
Shares Held
2.8M
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
Track This Portfolio

Track Marshall Investment Management, LLC Portfolio

Follow Marshall Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email