Steward Partners Investment Advisory, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 9,852 shares of SOXQ stock, worth $385,311. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,852
Previous 9,864 0.12%
Holding current value
$385,311
Previous $386,000 14.25%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$33.65 - $43.06 $403 - $516
-12 Reduced 0.12%
9,852 $331,000
Q4 2024

Feb 06, 2025
BUY
$38.02 - $42.79 $456 - $513
12 Added 0.12%
9,864 $386,000
Q3 2024

Nov 14, 2024
BUY
$34.84 - $46.54 $343,243 - $458,512
9,852 New
9,852 $401,000

Others Institutions Holding SOXQ

# of Institutions
91
Shares Held
2.37M
Call Options Held
10.1K
Put Options Held
4.2K
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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