Sowell Financial Services LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Sowell Financial Services LLC

$2.46 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 11, 2025	BUY	$28.07 - $43.66 $964,934 - $1.5 Million	34,376 New	34,376 $1.5 Million

Others Institutions Holding SOXQ

# of Institutions

101

Shares Held

2.62M

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

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