Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-204- 12.28% |
$4.01K - $4.19K
|
1.46K
$29.7K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-214- 3.34% |
$4.21K - $4.39K
|
6.2K
$126K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-333- 33.64% |
$6.55K - $6.84K
|
657
$13.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-346- 2.09% |
$6.8K - $7.1K
|
16.2K
$331K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-405- 3.66% |
$7.96K - $8.31K
|
10.7K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-437- 66.62% |
$8.59K - $8.97K
|
219
$4.47K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-453- 0.74% |
$8.91K - $9.3K
|
60.9K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-489- 4.55% |
$9.61K - $10K
|
10.3K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-495- 99.0% |
$9.73K - $10.2K
|
5
$102
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-527- 4.42% |
$10.4K - $10.8K
|
11.4K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-549- 4.36% |
$10.8K - $11.3K
|
12.1K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-584- 3.57% |
$11.5K - $12K
|
15.8K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-592- 3.55% |
$11.6K - $12.2K
|
16.1K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-638- 4.88% |
$12.5K - $13.1K
|
12.4K
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-700- 1.02% |
$13.8K - $14.4K
|
68.2K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-804- 1.98% |
$15.8K - $16.5K
|
39.9K
$813K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-881- 88.72% |
$17.3K - $18.1K
|
112
$2.28K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-924- 5.53% |
$18.2K - $19K
|
15.8K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-962- 0.86% |
$18.9K - $19.7K
|
111K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-992- 3.85% |
$19.5K - $20.4K
|
24.8K
$505K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.04K- 3.3% |
$20.5K - $21.4K
|
30.6K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.38K- 8.42% |
$27.1K - $28.3K
|
15K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.66K- 2.55% |
$32.7K - $34.1K
|
63.6K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.74K- 1.83% |
$34.3K - $35.8K
|
93.6K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 74.36% |
$38.7K - $40.4K
|
679
$13.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.3K- 28.03% |
$45.1K - $47.1K
|
5.89K
$120K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.78K- 2.57% |
$54.6K - $57K
|
105K
$2.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.01K- 8.17% |
$59.2K - $61.8K
|
33.8K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.32K- 19.66% |
$65.3K - $68.2K
|
13.6K
$277K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.75K- 2.82% |
$73.7K - $77K
|
129K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.79K- 12.93% |
$74.6K - $77.9K
|
25.5K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4.93K- 4.67% |
$96.9K - $101K
|
101K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.97K- 33.67% |
$97.6K - $102K
|
9.79K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.04K- 16.81% |
$99.1K - $103K
|
24.9K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.88K- 5.77% |
$116K - $121K
|
96.1K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.27K- 41.24% |
$143K - $149K
|
10.4K
$211K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-10.2K- 4.34% |
$200K - $209K
|
225K
$4.58M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10.7K- 4.18% |
$211K - $220K
|
246K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10.9K- 72.62% |
$214K - $224K
|
4.11K
$83.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.4K- 77.38% |
$244K - $255K
|
3.63K
$74.1K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.4K- 9.34% |
$244K - $255K
|
121K
$2.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.9K- 1.36% |
$254K - $265K
|
939K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-13.3K- 18.95% |
$262K - $274K
|
57.1K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-18.6K- 61.36% |
$366K - $382K
|
11.7K
$239K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-18.7K- 30.06% |
$368K - $384K
|
43.5K
$887K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.4K- 18.57% |
$401K - $419K
|
89.4K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-21.8K- 82.8% |
$428K - $447K
|
4.52K
$92.2K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.5K- 25.21% |
$443K - $462K
|
66.8K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.4K- 29.09% |
$519K - $542K
|
64.4K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-28.2K- 66.65% |
$555K - $579K
|
14.1K
$288K
|