Ulland Investment Advisors, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Ulland Investment Advisors, LLC

$120 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	BUY	$30.8 - $40.71 $154 - $203	5 New	5 $0

Others Institutions Holding SOXQ

# of Institutions

98

Shares Held

2.74M

Call Options Held

22.5K

Put Options Held

10.1K

Lpl Financial LLC Fort Mill, SC

412K
Shares

$13.1 Million
0.01% of portfolio
Eagle Global Advisors LLC Houston, TX

339K
Shares

$10.7 Million
0.56% of portfolio
Ameriprise Financial Inc Minneapolis, MN

229K
Shares

$7.25 Million
0.0% of portfolio
Sg Americas Securities, LLC

161K
Shares

$5.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

136K
Shares

$4.3 Million
0.0% of portfolio

About INVESCO ETF TR II INVESCO PHLX

Ticker SOXQ
Sector ETFs
Industry ETFs

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