Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii Ftse Rafi Em (PXH)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Ftse Rafi Em (PXH) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II FTSE RAFI EM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
502KNew |
N/A
|
502K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
221KNew |
N/A
|
221K
$4.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
53.1K+ 12.56% |
N/A
|
476K
$9.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
16.8K+ 54.92% |
N/A
|
47.5K
$963K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.7K+ 6.95% |
N/A
|
257K
$5.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.1K+ 800.9% |
N/A
|
18.1K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1KNew |
N/A
|
13.1K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 1.24% |
N/A
|
880K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
9.44K+ 4.69% |
N/A
|
211K
$4.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.71K+ 7.08% |
N/A
|
101K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.77K+ 7.6% |
N/A
|
67.6K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.74K+ 9.98% |
N/A
|
52.2K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.38K+ 15.81% |
N/A
|
17.4K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.33K+ 0.42% |
N/A
|
553K
$11.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.1K+ 98.59% |
N/A
|
4.23K
$85.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.09K+ 7.26% |
N/A
|
30.9K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.86K+ 7.61% |
N/A
|
26.2K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.82K+ 42.91% |
N/A
|
6.06K
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.61K+ 15.63% |
N/A
|
11.9K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.49K+ 3.75% |
N/A
|
41.1K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.39K+ 1.99% |
N/A
|
71.3K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.32K+ 5.5% |
N/A
|
25.4K
$514K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 42.1% |
N/A
|
4.4K
$89.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
828+ 1.68% |
N/A
|
50K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
765+ 6.8% |
N/A
|
12K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
729New |
N/A
|
729
$14.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
728+ 2.54% |
N/A
|
29.4K
$595K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
718New |
N/A
|
718
$14.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
695+ 3.28% |
N/A
|
21.9K
$444K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
672+ 4.8% |
N/A
|
14.7K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
329+ 3.31% |
N/A
|
10.3K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
191+ 1.58% |
N/A
|
12.3K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
177+ 680.77% |
N/A
|
203
$4.11K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
95New |
N/A
|
95
$1.93K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
80+ 0.53% |
N/A
|
15.1K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9+ 1.02% |
N/A
|
893
$18.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
N/A
|
3
$60.8
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.12% |
N/A
|
1.61K
$32.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2New |
N/A
|
2
$40.5
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2New |
N/A
|
2
$40.5
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.78% |
N/A
|
260
$5.27K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.22% |
N/A
|
446
$9.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
N/A
|
1
$20.3
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1New |
N/A
|
1
$20.3
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1New |
N/A
|
1
$20.3
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
N/A
|
253K
$5.13M
|