Q3 2022 13F Holders as of 9/30/2022
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Type / Class
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Equity / INVESCO PHLX SM
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Number of holders
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13
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Total shares
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267K
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Shares change
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+65.3K
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Total reported value, excl. options
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$4.94M
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Value change
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+$1.06M
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Number of buys
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7
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Number of sells
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-3
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Price
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$18.20
Significant Holders of INVESCO EXCH TRADED FD TR II - INVESCO PHLX SM (SOXQ) as of Q3 2022
13 filings reported holding SOXQ - INVESCO EXCH TRADED FD TR II - INVESCO PHLX SM as of Q3 2022.
INVESCO EXCH TRADED FD TR II - INVESCO PHLX SM (SOXQ) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 267K shares
.
Largest 10 shareholders include Jump Financial, LLC (54.3K shares), BANK OF AMERICA CORP /DE/ (52K shares), Banco BTG Pactual S.A. (47.1K shares), Future Financial Wealth Managment LLC (42.2K shares), LPL Financial LLC (40.7K shares), ROYAL BANK OF CANADA (14.1K shares), U.S. Capital Wealth Advisors, LLC (10.1K shares), ADVISOR GROUP HOLDINGS, INC. (3.46K shares), JPMORGAN CHASE & CO (1.6K shares), and Federation des caisses Desjardins du Quebec (790 shares).
This table shows the top 13 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.