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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: 3-31-2022 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 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
   HILTON CAPITAL MANAGEMENT, LLC 84 *New 2024-03-31 57,110 $2,204,000 57,110
   H D Vest Advisory Services 673 *New 2024-03-31 32,442 $1,252,000 32,442
   Atria Wealth Solutions Inc. 1141 *New 2023-12-31 16,940 $557,000 16,940
   AE Wealth Management LLC 1392 *New 2023-12-31 15,483 $530,000 15,483
   Orion Portfolio Solutions LLC 1280 *New 2024-03-31 12,256 $473,000 12,256
   CI Private Wealth LLC 1666 *New 2024-03-31 11,926 $460,000 11,926
   JANNEY MONTGOMERY SCOTT LLC 2333 *New 2024-03-31 7,703 $297,000 7,703
   Envestnet Portfolio Solutions Inc. 1449 *New 2024-03-31 6,517 $251,000 6,517
   Equitable Holdings Inc. 1061 *New 2023-12-31 6,139 $202,000 6,139
   Future Financial Wealth Managment LLC 253 *New 2024-03-31 1,391 $54,000 1,391
   US BANCORP 3332 *New 2024-03-31 220 $8,000 220
   VALLEY NATIONAL ADVISERS INC 774 *New 2024-03-31 143 $5,000 143
   SIMPLEX TRADING LLC 2089 *New 2024-03-31 96 $3,000 96
   PRINCIPAL SECURITIES INC. 2946 *New 2024-03-31 36 $1,000 36
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1649 *New 2024-03-31 33 $1,000 33
   Atlantic Trust Group LLC 2858 *New 2024-03-31 32 $1,000 32
   BENJAMIN F. EDWARDS & COMPANY INC. 2083 *New 2024-03-31 33 $1,000 33
   Heritage Wealth Advisors 506 *New 2024-03-31 34 $1,000 34
   Ulland Investment Advisors LLC 247 *New 2024-03-31 5 $0 5
   WELLS FARGO & CO/MN 6877 *New 2024-03-31 1 $0 1
  20 Records found
  1    
  Page 1 of 1
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