Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / INVESCO PHLX SM
-
Total 13F shares
-
2,602,592
-
Share change
-
-154,312
-
Total reported value
-
$130,387,607
-
Price per share
-
$50.12
-
Number of holders
-
96
-
Value change
-
-$7,221,050
-
Number of buys
-
40
-
Number of sells
-
47
Institutional Holders of INVESCO EXCH TRADED FD TR II - INVESCO PHLX SM (SOXQ) as of Q3 2025
As of 30 Sep 2025,
INVESCO EXCH TRADED FD TR II - INVESCO PHLX SM (SOXQ) was held by
96 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,602,592 shares.
The largest 10 holders included
EAGLE GLOBAL ADVISORS LLC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, NorthRock Partners, LLC, CONDOR CAPITAL MANAGEMENT, Cambridge Investment Research Advisors, Inc., MEITAV INVESTMENT HOUSE LTD, MORGAN STANLEY, AMERIPRISE FINANCIAL INC, and RETIREMENT GUYS FORMULA LLC.
This page lists
96
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| 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.