Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Invesco Phlx (SOXQ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II INVESCO PHLX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
26.8K+ 42.48% |
$902K - $1.15M
|
89.9K
$3.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
25.5K+ 212.5% |
$858K - $1.1M
|
37.5K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.3K+ 16.4% |
$750K - $959K
|
158K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.6KNew |
$627K - $802K
|
18.6K
$704K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.5K+ 76.04% |
$622K - $797K
|
42.8K
$1.62M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
18.2KNew |
$613K - $785K
|
18.2K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.9KNew |
$503K - $644K
|
14.9K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$494K - $632K
|
14.7K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6K+ 54.79% |
$458K - $587K
|
38.5K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.5KNew |
$421K - $538K
|
12.5K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.67K+ 66.9% |
$325K - $417K
|
24.1K
$913K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.89K+ 5.79% |
$198K - $254K
|
108K
$4.07M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.58K+ 14.87% |
$120K - $154K
|
27.7K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.24K+ 5.45% |
$109K - $140K
|
62.7K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.8K+ 38.51% |
$94.1K - $120K
|
10.1K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.97K+ 2.99% |
$66.2K - $84.7K
|
67.8K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 14.97% |
$62.9K - $80.5K
|
14.4K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.25K+ 5.72% |
$42.1K - $53.9K
|
23.1K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.21K+ 11.33% |
$40.8K - $52.2K
|
11.9K
$451K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
772+ 5.47% |
$26K - $33.2K
|
14.9K
$563K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
495+ 253.85% |
$16.7K - $21.3K
|
690
$26.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
442+ 24.57% |
$14.9K - $19K
|
2.24K
$84.8K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
320New |
$10.8K - $13.8K
|
320
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
262+ 10.1% |
$8.82K - $11.3K
|
2.86K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250New |
$8.41K - $10.8K
|
250
$9.46K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
210+ 3.21% |
$7.07K - $9.04K
|
6.76K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
178+ 8900.0% |
$5.99K - $7.66K
|
180
$6.81K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
174+ 6.71% |
$5.86K - $7.49K
|
2.77K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$3.37K - $4.31K
|
100
$3.78K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78+ 0.1% |
$2.62K - $3.36K
|
81K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25New |
$841 - $1.08K
|
25
$946
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12New |
$404 - $517
|
12
$454
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
12New |
$404 - $517
|
12
$454
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6+ 0.36% |
$202 - $258
|
1.66K
$62.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.22% |
$33.7 - $43.1
|
449
$17K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.98% |
$33.7 - $43.1
|
103
$3.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 0.12% |
$404 - $517
|
9.85K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 10.64% |
$841 - $1.08K
|
210
$7.94K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-106- 42.4% |
$3.57K - $4.56K
|
144
$5.45K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-276- 28.51% |
$9.29K - $11.9K
|
692
$26.2K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300- 9.72% |
$10.1K - $12.9K
|
2.79K
$105K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-359- 2.55% |
$12.1K - $15.5K
|
13.7K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-529- 33.06% |
$17.8K - $22.8K
|
1.07K
$40.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-569- 44.56% |
$19.1K - $24.5K
|
708
$26.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-596- 77.4% |
$20.1K - $25.7K
|
174
$6.58K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-607- 3.12% |
$20.4K - $26.1K
|
18.8K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-695- 2.32% |
$23.4K - $29.9K
|
29.3K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-886- 8.34% |
$29.8K - $38.2K
|
9.74K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-977- 26.61% |
$32.9K - $42.1K
|
2.69K
$102K
|