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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.08K- 5.38% |
$36.4K - $46.6K
|
19K
$720K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.3K- 0.38% |
$43.6K - $55.8K
|
338K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.5K- 29.27% |
$84.1K - $108K
|
6.04K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.52K- 90.58% |
$219K - $281K
|
678
$25.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.22K- 39.7% |
$277K - $354K
|
12.5K
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.5K- 17.36% |
$353K - $452K
|
50K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-15.9K- 12.54% |
$536K - $686K
|
111K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.5K- 63.29% |
$624K - $798K
|
10.7K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.5K- 79.32% |
$655K - $838K
|
5.07K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-27.8K- 27.32% |
$935K - $1.2M
|
73.9K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.1K- 12.88% |
$1.79M - $2.29M
|
359K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-54.5K- 84.48% |
$1.84M - $2.35M
|
10K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-90.9K- 93.65% |
$3.06M - $3.91M
|
6.16K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-151K- 66.06% |
$5.09M - $6.51M
|
77.7K
$2.94M
|