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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-34- 26.56% |
$674 - $733
|
94
$1.85K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-56- 7.45% |
$1.11K - $1.21K
|
696
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-65- 0.72% |
$1.29K - $1.4K
|
9.02K
$178K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-84- 40.0% |
$1.66K - $1.81K
|
126
$2.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-150- 51.02% |
$2.97K - $3.23K
|
144
$2.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-213- 0.8% |
$4.22K - $4.59K
|
26.3K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 4.53% |
$9.91K - $10.8K
|
10.5K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-577- 2.08% |
$11.4K - $12.4K
|
27.1K
$534K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-611- 34.78% |
$12.1K - $13.2K
|
1.15K
$22.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-646- 1.78% |
$12.8K - $13.9K
|
35.7K
$703K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-708- 1.46% |
$14K - $15.3K
|
47.8K
$942K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-759- 4.81% |
$15K - $16.4K
|
15K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-835- 58.19% |
$16.5K - $18K
|
600
$11.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.04K- 0.75% |
$20.6K - $22.4K
|
137K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.05K- 3.89% |
$20.8K - $22.6K
|
25.9K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.07K- 19.87% |
$21.2K - $23.1K
|
4.31K
$85K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.15K- 2.45% |
$22.8K - $24.8K
|
45.9K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.16K- 1.25% |
$23K - $25K
|
91.6K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.18K- 60.74% |
$23.3K - $25.3K
|
760
$15K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 16.22% |
$23.7K - $25.8K
|
6.19K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.49K- 63.47% |
$29.6K - $32.1K
|
858
$16.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.57K- 3.48% |
$31.1K - $33.8K
|
43.5K
$856K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.57K- 2.24% |
$31.1K - $33.9K
|
68.5K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 7.95% |
$33K - $35.8K
|
19.3K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.67K- 28.21% |
$33K - $35.9K
|
4.24K
$83.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.94K- 7.09% |
$38.5K - $41.8K
|
25.4K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.98K- 15.95% |
$39.3K - $42.8K
|
10.5K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.35K- 0.76% |
$46.6K - $50.7K
|
305K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.54K- 85.96% |
$50.4K - $54.8K
|
415
$8.18K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.19K- 2.98% |
$63.2K - $68.7K
|
104K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.34K- 14.59% |
$66.2K - $72K
|
19.6K
$385K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.34K- 4.02% |
$66.3K - $72K
|
79.9K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.37K- 4.03% |
$66.9K - $72.7K
|
80.3K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-3.6K- 45.0% |
$71.4K - $77.6K
|
4.4K
$86.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-4.14K- 25.82% |
$82.1K - $89.3K
|
11.9K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.24K- 5.17% |
$84K - $91.4K
|
77.7K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.22K- 14.66% |
$103K - $112K
|
30.4K
$598K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.84K- 8.27% |
$116K - $126K
|
64.7K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.45K- 14.67% |
$128K - $139K
|
37.5K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.38K- 18.62% |
$146K - $159K
|
32.3K
$636K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.87K- 13.04% |
$156K - $170K
|
52.5K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.57K- 22.01% |
$190K - $206K
|
33.9K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.65K- 26.02% |
$191K - $208K
|
27.4K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10.6K- 36.68% |
$210K - $228K
|
18.3K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 46.51% |
$211K - $229K
|
12.2K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-11.5K- 10.77% |
$227K - $247K
|
95K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 6.96% |
$229K - $249K
|
154K
$3.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.2K- 1.79% |
$302K - $328K
|
837K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-15.7K- 20.77% |
$312K - $339K
|
60K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-16.9K- 16.32% |
$335K - $365K
|
86.8K
$1.71M
|