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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
125KNew |
$3.51M - $5.46M
|
125K
$5.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.4KNew |
$965K - $1.5M
|
34.4K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
31.2K+ 34.66% |
$875K - $1.36M
|
121K
$5.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 7141.38% |
$349K - $543K
|
12.6K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.87KNew |
$165K - $256K
|
5.87K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.62KNew |
$158K - $246K
|
5.62K
$244K
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
25.5K+ 212.5% |
$858K - $1.1M
|
37.5K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.3K+ 16.4% |
$750K - $959K
|
158K
$6.85M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.6KNew |
$627K - $802K
|
18.6K
$807K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
18.2KNew |
$613K - $785K
|
18.2K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.9KNew |
$503K - $644K
|
14.9K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$494K - $632K
|
14.7K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6K+ 54.79% |
$458K - $587K
|
38.5K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.5KNew |
$421K - $538K
|
12.5K
$542K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.67K+ 66.9% |
$325K - $417K
|
24.1K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.89K+ 5.79% |
$198K - $254K
|
108K
$4.67M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.58K+ 14.87% |
$120K - $154K
|
27.7K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.24K+ 5.45% |
$109K - $140K
|
62.7K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.8K+ 38.51% |
$94.1K - $120K
|
10.1K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.97K+ 2.99% |
$66.2K - $84.7K
|
67.8K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 14.97% |
$62.9K - $80.5K
|
14.4K
$622K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.25K+ 5.72% |
$42.1K - $53.9K
|
23.1K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.21K+ 11.33% |
$40.8K - $52.2K
|
11.9K
$517K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
772+ 5.47% |
$26K - $33.2K
|
14.9K
$646K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
442+ 24.57% |
$14.9K - $19K
|
2.24K
$97.1K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
320New |
$10.8K - $13.8K
|
320
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
262+ 10.1% |
$8.82K - $11.3K
|
2.86K
$124K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250New |
$8.41K - $10.8K
|
250
$10.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
210+ 3.21% |
$7.07K - $9.04K
|
6.76K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
178+ 8900.0% |
$5.99K - $7.66K
|
180
$7.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
174+ 6.71% |
$5.86K - $7.49K
|
2.77K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$3.37K - $4.31K
|
100
$4.34K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78+ 0.1% |
$2.62K - $3.36K
|
81K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25New |
$841 - $1.08K
|
25
$1.08K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
12New |
$404 - $517
|
12
$520
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12New |
$404 - $517
|
12
$520
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6+ 0.36% |
$202 - $258
|
1.66K
$72K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.22% |
$33.7 - $43.1
|
449
$19.5K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.98% |
$33.7 - $43.1
|
103
$4.47K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
161KNew |
$6.13M - $6.89M
|
161K
$6.98M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.9KNew |
$567K - $638K
|
14.9K
$646K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.56KNew |
$363K - $409K
|
9.56K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.79K+ 124.8% |
$258K - $291K
|
12.2K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.54KNew |
$249K - $280K
|
6.54K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.77K+ 44.47% |
$220K - $247K
|
18.8K
$813K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.31KNew |
$202K - $227K
|
5.31K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.95K+ 8.78% |
$112K - $126K
|
36.5K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.6KNew |
$98.9K - $111K
|
2.6K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.3KNew |
$87.4K - $98.4K
|
2.3K
$99.7K
|
|