Purchases and Sales Made in Q1 2023 in Invesco Fd Tr Ii Emerging Mkts (PCY)
This table provides information about the institutional ownership of Invesco Fd Tr Ii Emerging Mkts (PCY) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO FD TR II EMERGING MKTS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.95K+ 7.4% |
$55K - $59.6K
|
42.8K
$887K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.94K+ 1377.93% |
$54.7K - $59.3K
|
3.15K
$65.3K
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.51K+ 23.62% |
$46.8K - $50.7K
|
13.1K
$272K
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
2.45K+ 19.15% |
$45.6K - $49.4K
|
15.2K
$316K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.8K+ 0.56% |
$33.6K - $36.3K
|
325K
$6.74M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.45K+ 273.12% |
$27.1K - $29.4K
|
1.99K
$41.1K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.3KNew |
$24.2K - $26.2K
|
1.3K
$26.9K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 11.89% |
$22.8K - $24.6K
|
11.5K
$238K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.17K+ 863.24% |
$21.9K - $23.7K
|
1.31K
$27.2K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.02K+ 5085.0% |
$19K - $20.5K
|
1.04K
$21.5K
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.01K+ 1.84% |
$18.7K - $20.3K
|
55.8K
$1.16M
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 17.39% |
$18.7K - $20.2K
|
6.75K
$140K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
995+ 99500.0% |
$18.6K - $20.1K
|
996
$20.6K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
953New |
$17.8K - $19.3K
|
953
$19.8K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
911New |
$17K - $18.4K
|
911
$18.9K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
907+ 5.42% |
$16.9K - $18.3K
|
17.7K
$366K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
823New |
$15.3K - $16.6K
|
823
$17.1K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
820New |
$15.3K - $16.6K
|
820
$17K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
803+ 11.04% |
$15K - $16.2K
|
8.08K
$167K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$11.2K - $12.1K
|
600
$12.4K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
570+ 3.98% |
$10.6K - $11.5K
|
14.9K
$309K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
511New |
$9.53K - $10.3K
|
511
$10.6K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
444+ 110.17% |
$8.28K - $8.97K
|
847
$17.6K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
433+ 0.86% |
$8.08K - $8.75K
|
50.8K
$1.05M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
407+ 98.55% |
$7.59K - $8.22K
|
820
$17K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
392+ 1.51% |
$7.31K - $7.92K
|
26.3K
$545K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
370+ 168.95% |
$6.9K - $7.47K
|
589
$12.2K
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
362+ 3.22% |
$6.75K - $7.31K
|
11.6K
$241K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
263New |
$4.9K - $5.31K
|
263
$5.45K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
224+ 15.73% |
$4.18K - $4.52K
|
1.65K
$34.2K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
194+ 1.42% |
$3.62K - $3.92K
|
13.9K
$288K
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
181+ 1.6% |
$3.38K - $3.66K
|
11.5K
$238K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
180New |
$3.36K - $3.64K
|
180
$3.73K
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
171+ 1.12% |
$3.19K - $3.45K
|
15.5K
$321K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
167New |
$3.11K - $3.37K
|
167
$3.46K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$2.05K - $2.22K
|
110
$2.28K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
108New |
$2.01K - $2.18K
|
108
$2.24K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
105New |
$1.96K - $2.12K
|
105
$2.18K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
66New |
$1.23K - $1.33K
|
66
$1.37K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
65+ 0.86% |
$1.21K - $1.31K
|
7.65K
$159K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
55New |
$1.03K - $1.11K
|
55
$1.14K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
50New |
$932 - $1.01K
|
50
$1.04K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
44+ 3.35% |
$821 - $889
|
1.36K
$28.1K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 1.45% |
$578 - $626
|
2.17K
$44.9K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
29+ 1.63% |
$541 - $586
|
1.81K
$37.6K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 1.51% |
$373 - $404
|
1.35K
$27.9K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 1.59% |
$261 - $283
|
892
$18.5K
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
5+ 0.03% |
$93.3 - $101
|
18.2K
$378K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.04% |
$74.6 - $80.8
|
10.2K
$211K
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
3New |
$55.9 - $60.6
|
3
$62.2
|