Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
360KNew |
$7.13M - $7.75M
|
360K
$7.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.7K+ 14.78% |
$1.92M - $2.08M
|
751K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
36.2K+ 116.58% |
$718K - $781K
|
67.3K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.1KNew |
$676K - $735K
|
34.1K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6KNew |
$606K - $659K
|
30.6K
$615K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.7KNew |
$529K - $575K
|
26.7K
$537K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22.5KNew |
$447K - $486K
|
22.5K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
20.6KNew |
$409K - $444K
|
20.6K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
18.1KNew |
$358K - $390K
|
18.1K
$364K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14K+ 66.93% |
$278K - $303K
|
35K
$705K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
13.9KNew |
$276K - $300K
|
13.9K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.8KNew |
$274K - $298K
|
13.8K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.8KNew |
$254K - $276K
|
12.8K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
10.9KNew |
$216K - $235K
|
10.9K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
10.9KNew |
$216K - $235K
|
10.9K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.3KNew |
$205K - $223K
|
10.3K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10.1KNew |
$200K - $217K
|
10.1K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.7K+ 3.71% |
$172K - $187K
|
243K
$4.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.25K+ 23.37% |
$144K - $156K
|
38.3K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.81K+ 134.01% |
$135K - $147K
|
11.9K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6.75K+ 1.74% |
$134K - $146K
|
394K
$7.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.57K+ 7.13% |
$130K - $142K
|
98.7K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.39K+ 3.58% |
$127K - $138K
|
185K
$3.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.05K+ 7.92% |
$120K - $130K
|
82.5K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.27K+ 2.04% |
$104K - $113K
|
264K
$5.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.16K+ 1.3% |
$102K - $111K
|
402K
$8.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76KNew |
$74.4K - $80.9K
|
3.76K
$75.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.25KNew |
$64.4K - $70K
|
3.25K
$65.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.66K+ 9.07% |
$52.7K - $57.3K
|
32K
$644K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 4.41% |
$35.2K - $38.3K
|
42.1K
$846K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.09K+ 2.0% |
$21.6K - $23.5K
|
55.6K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.03K+ 0.76% |
$20.5K - $22.3K
|
138K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
976+ 5.9% |
$19.3K - $21K
|
17.5K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
937+ 6.65% |
$18.6K - $20.2K
|
15K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
819+ 182.81% |
$16.2K - $17.6K
|
1.27K
$25.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
547+ 7.82% |
$10.8K - $11.8K
|
7.54K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
505New |
$10K - $10.9K
|
505
$10.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
479+ 332.64% |
$9.49K - $10.3K
|
623
$12.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
462+ 190.91% |
$9.16K - $9.96K
|
704
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
402+ 5.49% |
$7.97K - $8.66K
|
7.72K
$155K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
358+ 3.25% |
$7.1K - $7.71K
|
11.4K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
269+ 2.45% |
$5.33K - $5.8K
|
11.3K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
254+ 1.5% |
$5.03K - $5.47K
|
17.2K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
245+ 1.48% |
$4.86K - $5.28K
|
16.8K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
217+ 1.03% |
$4.3K - $4.68K
|
21.3K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
175+ 4.55% |
$3.47K - $3.77K
|
4.03K
$81K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
161+ 171.28% |
$3.19K - $3.47K
|
255
$5.13K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
128+ 1.42% |
$2.54K - $2.76K
|
9.17K
$184K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
117New |
$2.32K - $2.52K
|
117
$2.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
115+ 0.88% |
$2.28K - $2.48K
|
13.3K
$267K
|