Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / INVESCO PHLX SM
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
1,335,105
-
Shares change
-
+162,240
-
Total reported value, excl. options
-
$36,119,000
-
Value change
-
+$4,282,277
-
Number of buys
-
25
-
Number of sells
-
13
-
Price
-
$27.05
Institutional Holders of INVESCO EXCH TRADED FD TR II - INVESCO PHLX SM (SOXQ) as of Q3 2023
As of 30 Sep 2023 INVESCO EXCH TRADED FD TR II - INVESCO PHLX SM (SOXQ) had 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,335,105 shares of stock of the company.
Largest 10 holders included EAGLE GLOBAL ADVISORS LLC, AMERIPRISE FINANCIAL INC, Mirae Asset Global Investments Co., Ltd., BANK OF AMERICA CORP /DE/, Cambridge Investment Research Advisors, Inc., JPMORGAN CHASE & CO, LPL Financial LLC, Jump Financial, LLC, GOLDMAN SACHS GROUP INC, and OPPENHEIMER & CO INC.
This table shows 46 institutional shareholders of the security as of 30 Sep 2023.
| 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.