Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
396+ 2.54% |
$7.8K - $8.16K
|
16K
$318K
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
347+ 2.31% |
$6.84K - $7.15K
|
15.4K
$306K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
331+ 43.55% |
$6.52K - $6.82K
|
1.09K
$21.7K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
258+ 2.45% |
$5.08K - $5.32K
|
10.8K
$214K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
217+ 27.71% |
$4.27K - $4.47K
|
1K
$19.9K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
196+ 0.37% |
$3.86K - $4.04K
|
52.7K
$1.05M
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
159+ 25.52% |
$3.13K - $3.28K
|
782
$15.5K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
140New |
$2.76K - $2.89K
|
140
$2.78K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
121New |
$2.38K - $2.49K
|
121
$2.4K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
90New |
$1.77K - $1.85K
|
90
$1.79K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 9.05% |
$1.64K - $1.71K
|
1K
$19.9K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
74New |
$1.46K - $1.53K
|
74
$1.47K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
68New |
$1.34K - $1.4K
|
68
$1.35K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60+ 1.42% |
$1.18K - $1.24K
|
4.3K
$85.4K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
42+ 3.13% |
$827 - $866
|
1.38K
$27.5K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32+ 14.41% |
$630 - $660
|
254
$5.05K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 1.62% |
$374 - $392
|
1.19K
$23.7K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
15+ 22.73% |
$296 - $309
|
81
$1.61K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 1.68% |
$276 - $289
|
845
$16.8K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 1.56% |
$256 - $268
|
849
$16.9K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.74% |
$217 - $227
|
1.5K
$29.7K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 0.61% |
$78.8 - $82.4
|
661
$13.1K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 1.24% |
$59.1 - $61.8
|
244
$4.85K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.35% |
$59.1 - $61.8
|
861
$17.1K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.54% |
$19.7 - $20.6
|
66
$1.31K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$19.7 - $20.6
|
1.03K
$20.5K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.5% |
$19.7 - $20.6
|
41
$815
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1- -0.0% |
$19.7 - $20.6
|
26.3K
$523K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11- 0.06% |
$217 - $227
|
17.2K
$342K
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-26- 3.52% |
$512 - $536
|
713
$14.2K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-53- 0.53% |
$1.04K - $1.09K
|
9.97K
$198K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-60- 0.43% |
$1.18K - $1.24K
|
13.8K
$273K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-67- 5.29% |
$1.32K - $1.38K
|
1.2K
$23.8K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 0.74% |
$1.34K - $1.4K
|
9.1K
$181K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-81- 31.76% |
$1.6K - $1.67K
|
174
$3.46K
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-82- 0.49% |
$1.62K - $1.69K
|
16.7K
$332K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-137- 2.21% |
$2.7K - $2.82K
|
6.05K
$120K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-173- 0.65% |
$3.41K - $3.57K
|
26.5K
$527K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-241- 21.03% |
$4.75K - $4.97K
|
905
$18K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-241- 0.18% |
$4.75K - $4.97K
|
137K
$2.73M
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-255- 1.7% |
$5.02K - $5.26K
|
14.8K
$293K
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-303- 50.5% |
$5.97K - $6.24K
|
297
$5.9K
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-315- 1.22% |
$6.21K - $6.49K
|
25.6K
$508K
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-422- 1.87% |
$8.31K - $8.7K
|
22.1K
$440K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-487- 2.29% |
$9.59K - $10K
|
20.8K
$414K
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-529- 4.84% |
$10.4K - $10.9K
|
10.4K
$207K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-546- 16.8% |
$10.8K - $11.3K
|
2.7K
$53.7K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-790- 6.64% |
$15.6K - $16.3K
|
11.1K
$221K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-817- 4.24% |
$16.1K - $16.8K
|
18.5K
$367K
|