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SOXQ

3 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in INVESCO EXCH TRADED FD TR II

No. Envestnet Portfolio Solutions exited its SOXQ position in Q3 2024. Its Q2 2024 13F listed 6,617 shares worth $285,120. Envestnet Portfolio Solutions first reported SOXQ in Q1 2024 and held it in 2 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$251,491

Total Shares Change

-6,517

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2024-Q3
Latest
Exited
0
-100.0%
$00.0%$40.75
0
2024-Q2
Increased
6,617
+1.5%
$285,1200.0%$42.67
24
2024-Q1
New
6,517
-
$251,4910.0%$38.16
32

Other major holders of SOXQ: Morgan Stanley, LPL Financial LLC, Citigroup Inc.

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