Institutional Ownership Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Invesco Phlx (SOXQ). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $89.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
359,224
shares
|
$13.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
337,536
shares
|
$12.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
161,130
shares
|
$6.09 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
158,116
shares
|
$5.98 Million
0.0% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
111,175
shares
|
$4.2 Million
2.32% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
107,674
shares
|
$4.07 Million
0.01% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Apr 21, 2025 Q1 2025 |
89,899
shares
|
$3.4 Million
0.35% of portfolio
|
Q1 2025
Added 42.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
80,999
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
77,713
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 66.06%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
73,945
shares
|
$2.8 Million
0.49% of portfolio
|
Q1 2025
Reduced 27.32%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
67,844
shares
|
$2.57 Million
0.22% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
62,748
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
50,000
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
45,000
shares
|
$1.7 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
42,826
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 76.04%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
38,491
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 54.79%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
37,500
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 212.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,384
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 107.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
29,278
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
28,109
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
27,660
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
24,132
shares
|
$912,672
0.0% of portfolio
|
Q1 2025
Added 66.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
23,124
shares
|
$874,549
0.01% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
19,031
shares
|
$719,752
0.0% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
18,839
shares
|
$712,490
0.72% of portfolio
|
Q1 2025
Reduced 3.12%
|