Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.21KNew |
$23.8K - $24.9K
|
1.21K
$23.5K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 6.68% |
$21K - $22.1K
|
17.1K
$333K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
866+ 1.0% |
$17K - $17.8K
|
87.4K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
800+ 13.33% |
$15.7K - $16.5K
|
6.8K
$132K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
775+ 0.64% |
$15.2K - $15.9K
|
121K
$2.36M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
762+ 0.72% |
$14.9K - $15.7K
|
106K
$2.06M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
746+ 15.38% |
$14.6K - $15.3K
|
5.6K
$109K
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
709+ 2.4% |
$13.9K - $14.6K
|
30.3K
$588K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
672+ 4.14% |
$13.2K - $13.8K
|
16.9K
$328K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
601+ 2.64% |
$11.8K - $12.4K
|
23.4K
$455K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
519+ 15.82% |
$10.2K - $10.7K
|
3.8K
$73.8K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
402+ 4.11% |
$7.88K - $8.27K
|
10.2K
$198K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
348New |
$6.82K - $7.16K
|
348
$6.76K
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
315+ 1.95% |
$6.17K - $6.48K
|
16.5K
$320K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
307+ 30700.0% |
$6.02K - $6.31K
|
308
$5.98K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
221New |
$4.33K - $4.55K
|
221
$4.29K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
200New |
$3.92K - $4.11K
|
200
$3.89K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
197New |
$3.86K - $4.05K
|
197
$3.83K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
177New |
$3.47K - $3.64K
|
177
$3.44K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
172+ 1.33% |
$3.37K - $3.54K
|
13.1K
$255K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
164New |
$3.21K - $3.37K
|
164
$3.19K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
122+ 1.14% |
$2.39K - $2.51K
|
10.8K
$209K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
94+ 0.78% |
$1.84K - $1.93K
|
12.2K
$237K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
93+ 31.0% |
$1.82K - $1.91K
|
393
$7.64K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
82New |
$1.61K - $1.69K
|
82
$1.59K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
82+ 6.62% |
$1.61K - $1.69K
|
1.32K
$25.6K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
69+ 1.01% |
$1.35K - $1.42K
|
6.89K
$134K
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
62+ 0.45% |
$1.22K - $1.28K
|
13.9K
$270K
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61+ 0.05% |
$1.2K - $1.25K
|
121K
$2.36M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
53New |
$1.04K - $1.09K
|
53
$1.03K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
40+ 0.14% |
$784 - $823
|
29.6K
$574K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 1.61% |
$353 - $370
|
1.14K
$22.1K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 17.58% |
$314 - $329
|
107
$2.08K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 1.63% |
$255 - $267
|
811
$15.8K
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
13New |
$255 - $267
|
13
$253
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.69% |
$196 - $206
|
1.47K
$28.5K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 100.0% |
$137 - $144
|
14
$272
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.52% |
$58.8 - $61.7
|
584
$11.3K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.31% |
$39.2 - $41.1
|
654
$12.7K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 2.5% |
$19.6 - $20.6
|
41
$797
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16- 0.15% |
$314 - $329
|
10.3K
$201K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28- 0.82% |
$549 - $576
|
3.38K
$65.6K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 0.43% |
$1.06K - $1.11K
|
12.4K
$241K
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-66- 0.63% |
$1.29K - $1.36K
|
10.4K
$202K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-79- 0.5% |
$1.55K - $1.63K
|
15.7K
$305K
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-115- 0.17% |
$2.25K - $2.37K
|
68.1K
$1.32M
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-125- 0.43% |
$2.45K - $2.57K
|
28.7K
$558K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-141- 13.76% |
$2.76K - $2.9K
|
884
$17.2K
|