Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.03K- 13.38% |
$36.7K - $40.5K
|
13.2K
$273K
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.14K- 16.97% |
$38.7K - $42.6K
|
10.5K
$217K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.43K- 8.59% |
$44K - $48.4K
|
25.9K
$537K
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.43K- 6.54% |
$44K - $48.5K
|
34.8K
$721K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.46K- 10.88% |
$44.4K - $48.9K
|
20.1K
$417K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.46K- 2.99% |
$44.5K - $49K
|
79.9K
$1.66M
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.63K- 15.11% |
$47.5K - $52.3K
|
14.8K
$306K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.78K- 9.61% |
$50.3K - $55.4K
|
26.2K
$542K
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.8K- 93.33% |
$50.6K - $55.7K
|
200
$4.15K
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.94K- 3.86% |
$53.1K - $58.5K
|
73.1K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.02K- 7.64% |
$54.5K - $60.1K
|
36.5K
$756K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.1K- 0.58% |
$56K - $61.7K
|
530K
$11M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.35K- 1.07% |
$60.5K - $66.7K
|
311K
$6.44M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.72K- 23.94% |
$85.3K - $94K
|
15K
$311K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.19K- 25.53% |
$93.8K - $103K
|
15.1K
$314K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.21KClosed |
$94.1K - $104K
|
0
$0
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.64K- 1.74% |
$102K - $112K
|
319K
$6.61M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.86K- 0.16% |
$106K - $117K
|
3.55M
$73.7M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.03K- 2.18% |
$109K - $120K
|
270K
$5.6M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.14K- 63.42% |
$111K - $122K
|
3.54K
$73.4K
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.34K- 0.39% |
$133K - $146K
|
1.88M
$39M
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-8.13K- 7.06% |
$147K - $162K
|
107K
$2.22M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.4K- 27.37% |
$187K - $206K
|
27.5K
$570K
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.8KClosed |
$212K - $234K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-14.1K- 4.22% |
$254K - $280K
|
319K
$6.62M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-16.6K- 11.47% |
$300K - $331K
|
128K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.9K- 13.84% |
$305K - $336K
|
105K
$2.18M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-23.2K- 44.9% |
$419K - $462K
|
28.5K
$590K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 14.96% |
$624K - $688K
|
196K
$4.07M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-36.3K- 71.02% |
$655K - $722K
|
14.8K
$307K
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-39.9K- 14.79% |
$721K - $794K
|
230K
$4.76M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40.8K- 37.08% |
$737K - $812K
|
69.2K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-51.9K- 13.84% |
$939K - $1.03M
|
323K
$6.71M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-52K- 68.01% |
$939K - $1.03M
|
24.4K
$507K
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-75.8K- 34.09% |
$1.37M - $1.51M
|
147K
$3.04M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-86.2K- 60.9% |
$1.56M - $1.72M
|
55.3K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-131K- 22.68% |
$2.38M - $2.62M
|
448K
$9.29M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-146K- 68.67% |
$2.64M - $2.91M
|
66.7K
$1.38M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-187K- 29.14% |
$3.39M - $3.73M
|
456K
$9.45M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-218K- 93.82% |
$3.94M - $4.34M
|
14.3K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-222K- 80.15% |
$4.02M - $4.43M
|
55.1K
$1.14M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-255K- 64.55% |
$4.61M - $5.08M
|
140K
$2.91M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-267K- 63.68% |
$4.83M - $5.32M
|
152K
$3.16M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-313K- 55.27% |
$5.66M - $6.23M
|
253K
$5.25M
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-382K- 31.83% |
$6.9M - $7.61M
|
818K
$17M
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-413K- 98.09% |
$7.46M - $8.22M
|
8.05K
$167K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-753K- 27.77% |
$13.6M - $15M
|
1.96M
$40.6M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.67M- 93.36% |
$30.1M - $33.2M
|
119K
$2.46M
|