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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
   EAGLE GLOBAL ADVISORS LLC 37 - 2023-12-31 340,474 $11,188,000 -8,222
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 854 - 2024-03-31 106,678 $4,117,000 -2,514
   BANK OF AMERICA CORP /DE/ 3211 - 2023-12-31 92,952 $3,054,000 -3,007
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1220 - 2024-03-31 50,000 $1,930,000 -39,400
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1078 - 2023-09-30 28,109 $760,000 -200
   Stratos Wealth Partners LTD. 834 - 2024-03-31 14,628 $565,000 -60,725
   Jump Financial LLC 990 - 2023-12-31 16,052 $527,000 -41,073
   InTrack Investment Management Inc 88 - 2024-03-31 12,158 $469,000 -5,071
   U.S. Capital Wealth Advisors LLC 557 - 2024-03-31 8,110 $313,000 -1,041
   BANK OF MONTREAL /CAN/ 2694 - 2023-12-31 4,820 $160,000 -262
   DEUTSCHE BANK AG 3463 - 2023-12-31 35 $1,000 -100

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results