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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
143
shares
|
$5,658
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
132
shares
|
$5,223
0.0% of portfolio
|
Q4 2023
Reduced 45.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
119
shares
|
$4,708
0.0% of portfolio
|
Q2 2024
Added 120.37%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
102
shares
|
$4,036
0.0% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
100
shares
|
$3,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
46
shares
|
$1,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
39
shares
|
$1,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
32
shares
|
$1,266
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
32
shares
|
$1,266
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
7
shares
|
$276
0.0% of portfolio
|
Q3 2024
Reduced 78.79%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5
shares
|
$197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|