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Get Institutions for : 
Invesco Phlx Semiconductor Etf (SOXQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 40    2
Total shares held : 
 1,399,546  
% of shares held : 
 62.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 93,369  
% of shares held change : 
   4.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 61,461
 4.39%
 
Increased Positions :
16
 236,529
 16.9%
 
Unchanged Positions :
9
 15,662
 1.12%
 
Decreased Positions :
10
-139,045
-9.94%
 
Closed Positions :
7
-65,576
-4.69%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1669 - 2024-03-31 147,648 $5,698,000 73,079
   MEITAV DASH INVESTMENTS LTD 91 - 2024-03-31 109,250 $4,216,000 75,310
   BANK OF AMERICA CORP /DE/ 3125 - 2024-03-31 104,150 $4,019,000 11,198
   Banco BTG Pactual S.A. 33 - 2024-03-31 79,645 $3,074,000 49,900
   Jump Financial LLC 283 - 2024-03-31 77,273 $2,982,000 61,221
   OPPENHEIMER & CO INC 612 - 2024-03-31 37,961 $1,465,000 5,054
   Advisor Group Holdings Inc. 2152 - 2024-03-31 31,355 $1,210,000 26,938
   CITIGROUP INC 2157 - 2024-03-31 31,130 $1,201,000 10,369
   ROYAL BANK OF CANADA 2993 - 2024-03-31 25,559 $986,000 25,559
   Atria Wealth Solutions Inc. 997 - 2024-03-31 21,174 $817,000 4,234
   CITADEL ADVISORS LLC 3277 - 2024-03-31 21,095 $814,000 11,607
   Kovack Advisors Inc. 213 - 2024-03-31 16,850 $650,000 3,750
   TD Waterhouse Canada Inc. 599 - 2024-03-31 13,694 $527,000 3,984
   L.M. KOHN & COMPANY 164 - 2024-03-31 10,685 $412,000 10
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2637 - 2024-03-31 10,627 $410,000 828
   Equitable Holdings Inc. 940 - 2024-03-31 8,147 $314,000 2,008
   MML INVESTORS SERVICES LLC 2144 - 2024-03-31 7,243 $280,000 216
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4238 - 2024-03-31 6,615 $255,000 6,615
   Wealthcare Advisory Partners LLC 715 - 2024-03-31 6,440 $249,000 140
   Global Retirement Partners LLC 715 - 2024-03-31 6,381 $246,000 1,836
   BANK OF MONTREAL /CAN/ 2661 - 2024-03-31 4,948 $192,000 128
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 356 - 2024-03-31 1,245 $48,000 27
   FMR LLC 3979 - 2024-03-31 386 $15,000 386
   MORGAN STANLEY 6447 - 2024-03-31 251 $10,000 250
   DEUTSCHE BANK AG 3439 - 2024-03-31 105 $4,000 70
  25 Records found
  1    
  Page 1 of 1
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