Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
161KNew |
$6.13M - $6.89M
|
161K
$6.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
30.2K+ 91.78% |
$1.15M - $1.29M
|
63.1K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.9KNew |
$567K - $638K
|
14.9K
$575K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.21KNew |
$198K - $223K
|
5.21K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.83K+ 49.54% |
$69.5K - $78.2K
|
5.52K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
220+ 15.34% |
$8.36K - $9.41K
|
1.65K
$63.9K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7+ 0.12% |
$266 - $300
|
5.86K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7+ 0.07% |
$266 - $300
|
10.6K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-260- 4.54% |
$9.89K - $11.1K
|
5.47K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.58K- 15.53% |
$136K - $153K
|
19.4K
$751K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-19K- 61.29% |
$722K - $813K
|
12K
$463K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24.9K- 29.16% |
$947K - $1.07M
|
60.5K
$2.34M
|