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 98 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
335,416
shares
|
$15 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
318,957
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
245,267
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 215.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
173,182
shares
|
$7.74 Million
0.0% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
131,143
shares
|
$5.86 Million
0.01% of portfolio
|
Q2 2025
Added 443.44%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
125,067
shares
|
$5.59 Million
2.17% of portfolio
|
Q2 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
121,054
shares
|
$5.41 Million
0.54% of portfolio
|
Q2 2025
Added 34.66%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
110,220
shares
|
$4.93 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
108,268
shares
|
$4.84 Million
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
80,999
shares
|
$3.62 Million
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
69,758
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
68,945
shares
|
$3.08 Million
0.62% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
67,844
shares
|
$3.03 Million
0.27% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
50,000
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
45,000
shares
|
$2.01 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
44,641
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
43,102
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 599.71%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
38,195
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
34,376
shares
|
$1.54 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
33,256
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Added 43.82%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
31,074
shares
|
$1.39 Million
0.37% of portfolio
|
Q2 2025
Added 70.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,384
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 107.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
28,109
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
27,590
shares
|
$1.23 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
25,802
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 35.58%
|