Latest Institutional Purchases of Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Invesco Phlx (SOXQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
168K+ 215.61% |
$4.7M - $7.32M
|
245K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
125KNew |
$3.51M - $5.46M
|
125K
$5.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
110KNew |
$3.09M - $4.81M
|
110K
$4.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 443.44% |
$3M - $4.67M
|
131K
$5.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
38.2KNew |
$1.07M - $1.67M
|
38.2K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
36.9K+ 599.71% |
$1.04M - $1.61M
|
43.1K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.4KNew |
$965K - $1.5M
|
34.4K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
31.2K+ 34.66% |
$875K - $1.36M
|
121K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.4KNew |
$432K - $671K
|
15.4K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 9.53% |
$423K - $658K
|
173K
$7.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6K+ 182.83% |
$409K - $636K
|
22.6K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
14.3K+ 119275.0% |
$402K - $625K
|
14.3K
$641K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
12.8K+ 70.49% |
$361K - $561K
|
31.1K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 7141.38% |
$349K - $543K
|
12.6K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11KNew |
$308K - $479K
|
11K
$491K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10.8KNew |
$304K - $472K
|
10.8K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.3K+ 203.67% |
$290K - $451K
|
15.4K
$689K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1K+ 43.82% |
$284K - $442K
|
33.3K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.1KNew |
$255K - $397K
|
9.1K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.91KNew |
$222K - $345K
|
7.91K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.69K+ 52.38% |
$216K - $336K
|
22.4K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7.01K+ 11.17% |
$197K - $306K
|
69.8K
$3.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.77K+ 35.58% |
$190K - $296K
|
25.8K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
6.7K+ 66.34% |
$188K - $293K
|
16.8K
$751K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.6KNew |
$185K - $288K
|
6.6K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.87KNew |
$165K - $256K
|
5.87K
$263K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.62KNew |
$158K - $246K
|
5.62K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.47KNew |
$154K - $239K
|
5.47K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.81KNew |
$135K - $210K
|
4.81K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.65KNew |
$131K - $203K
|
4.65K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
4.06KNew |
$114K - $177K
|
4.06K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.79KNew |
$106K - $165K
|
3.79K
$169K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.25KNew |
$91.2K - $142K
|
3.25K
$145K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.14K+ 292.9% |
$88.1K - $137K
|
4.21K
$188K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.82K+ 4.24% |
$50.9K - $79.2K
|
44.6K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.6K+ 16.24% |
$44.9K - $69.9K
|
11.5K
$512K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
961+ 6.7% |
$27K - $42K
|
15.3K
$685K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
923+ 6.2% |
$25.9K - $40.3K
|
15.8K
$707K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
620+ 6.17% |
$17.4K - $27.1K
|
10.7K
$477K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
594+ 0.55% |
$16.7K - $25.9K
|
108K
$4.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
505+ 112.47% |
$14.2K - $22K
|
954
$42.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
305+ 5.05% |
$8.56K - $13.3K
|
6.34K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
231+ 8.09% |
$6.48K - $10.1K
|
3.09K
$138K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
200New |
$5.61K - $8.73K
|
200
$8.94K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
95+ 13.77% |
$2.67K - $4.15K
|
785
$35.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
91+ 3.29% |
$2.55K - $3.97K
|
2.86K
$128K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
31+ 0.23% |
$870 - $1.35K
|
13.7K
$614K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.12% |
$56.1 - $87.3
|
1.66K
$74.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.14% |
$28.1 - $43.7
|
709
$31.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|