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 89 institutions that hold shares in the stock, with a total of 2.44 Million shares, which have been reported (via 13F filing form) to have a value of $96.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,145
shares
|
$203,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,919
shares
|
$194,644
0.01% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,762
shares
|
$188,432
0.01% of portfolio
|
Q3 2024
Added 76.83%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,425
shares
|
$175,097
0.0% of portfolio
|
Q3 2024
Added 369.75%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
3,690
shares
|
$146,013
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,529
shares
|
$100,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$98,925
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,161
shares
|
$85,510
0.0% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,819
shares
|
$71,977
0.0% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,500
shares
|
$59,355
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,434
shares
|
$56,743
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,275
shares
|
$50,451
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,261
shares
|
$49,897
0.01% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
835
shares
|
$33,040
0.0% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
662
shares
|
$26,195
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
640
shares
|
$25,324
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
501
shares
|
$19,824
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
382
shares
|
$15,115
0.0% of portfolio
|
Q3 2024
Added 1570.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
301
shares
|
$11,910
0.0% of portfolio
|
Q3 2024
Added 30000.0%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
295
shares
|
$11,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
265
shares
|
$10,486
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$7,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
200
shares
|
$7,914
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
165
shares
|
$6,529
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
150
shares
|
$5,935
0.0% of portfolio
|
Q3 2024
Added 50.0%
|