INVESCO EXCH TRADED FD TR II - INVESCO PHLX SM (SOXQ) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2021 to Q4 2025

Type / Class
Equity / INVESCO PHLX SM
Symbol
SOXQ
Price per share
$60.41
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,339,304
Total reported value
$186,341,785
% of total 13F portfolios
0%
Share change
+736,529
Value change
+$41,429,987
Number of holders
106
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 106 institutional investors reported holding 3,339,304 shares of INVESCO EXCH TRADED FD TR II - INVESCO PHLX SM (SOXQ).

Institutional Holders of INVESCO EXCH TRADED FD TR II - INVESCO PHLX SM (SOXQ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,339,304 $186,341,785 +$41,429,987 $55.77 106
2025 Q3 2,602,592 $130,387,570 -$7,221,056 $50.12 96
2025 Q2 2,730,078 $119,192,624 +$21,124,786 $43.66 90
2025 Q1 2,309,966 $77,656,296 -$13,847,020 $33.65 83
2024 Q4 2,709,118 $106,524,494 +$8,131,377 $39.22 91
2024 Q3 2,343,778 $95,448,712 -$10,705,391 $40.73 83
2024 Q2 2,593,223 $111,250,475 +$15,747,785 $43.09 80
2024 Q1 2,238,929 $85,945,074 +$27,669,577 $38.59 74
2023 Q4 1,500,935 $49,339,242 +$2,703,959 $32.86 40
2023 Q3 1,335,105 $36,119,000 +$4,282,277 $27.05 37
2023 Q2 1,172,867 $33,928,566 +$5,792,442 $28.93 38
2023 Q1 950,980 $24,163,669 -$5,041,551 $25.45 28
2022 Q4 1,154,427 $23,022,966 +$17,778,322 $19.91 22
2022 Q3 267,644 $4,954,010 +$1,137,377 $18.20 15
2022 Q2 198,143 $4,259,799 +$2,289,534 $20.15 12
2022 Q1 77,551 $2,096,944 +$489,230 $27.05 8
2021 Q4 57,179 $1,786,459 -$38,412,906 $31.31 8
2021 Q3 1,383,201 $35,567,000 -$14,272,868 $25.72 6
2021 Q2 1,927,264 $50,919,000 +$50,919,000 $26.42 7