Latest Institutional Transactions on Invesco Fd Tr Ii Emerging Mkts (PCY)
This table provides information on the latest institutional transactions involving Invesco Fd Tr Ii Emerging Mkts (PCY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-231K- 24.74% |
$4.54M - $4.75M
|
701K
$14.4M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 1.24% |
$59.1 - $61.8
|
244
$5.01K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.08K- 25.13% |
$21.4K - $22.3K
|
3.23K
$66.3K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.39K- 2.52% |
$47.1K - $49.3K
|
92.6K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
159+ 25.52% |
$3.13K - $3.28K
|
782
$16K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32+ 14.41% |
$630 - $660
|
254
$5.21K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10.2KNew |
$201K - $210K
|
10.2K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.82K- 6.15% |
$55.6K - $58.2K
|
43.1K
$884K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8KNew |
$212K - $222K
|
10.8K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
1.77K+ 8.58% |
$34.9K - $36.5K
|
22.4K
$460K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.5% |
$19.7 - $20.6
|
41
$841
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-241- 21.03% |
$4.75K - $4.97K
|
905
$18.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.94K- 4.91% |
$77.7K - $81.3K
|
76.4K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
7.78K+ 9.43% |
$153K - $160K
|
90.2K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-60- 0.43% |
$1.18K - $1.24K
|
13.8K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.4K+ 36.55% |
$1.11M - $1.16M
|
211K
$4.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.97K- 12.3% |
$157K - $164K
|
56.8K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-20.9K- 49.61% |
$411K - $430K
|
21.2K
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
13KNew |
$256K - $268K
|
13K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 0.74% |
$1.34K - $1.4K
|
9.1K
$187K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.97K- 1.48% |
$118K - $123K
|
396K
$8.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.6KNew |
$425K - $444K
|
21.6K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
90New |
$1.77K - $1.85K
|
90
$1.85K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.9K- 14.44% |
$96.4K - $101K
|
29K
$595K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 0.61% |
$78.8 - $82.4
|
661
$13.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-255- 1.7% |
$5.02K - $5.26K
|
14.8K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.1K- 18.68% |
$100K - $105K
|
22.2K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-790- 6.64% |
$15.6K - $16.3K
|
11.1K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-81- 31.76% |
$1.6K - $1.67K
|
174
$3.57K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.54% |
$19.7 - $20.6
|
66
$1.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
696+ 2.17% |
$13.7K - $14.3K
|
32.7K
$671K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.33K- 2.79% |
$26.2K - $27.5K
|
46.5K
$954K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-422- 1.87% |
$8.31K - $8.7K
|
22.1K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
830+ 20.62% |
$16.4K - $17.1K
|
4.86K
$99.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14.8KNew |
$292K - $306K
|
14.8K
$305K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
773+ 2.85% |
$15.2K - $15.9K
|
27.9K
$572K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.7K- 12.31% |
$210K - $220K
|
76.1K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 1.62% |
$374 - $392
|
1.19K
$24.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.4KNew |
$500K - $523K
|
25.4K
$521K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.61K- 41.71% |
$150K - $157K
|
10.6K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.61K+ 6.69% |
$130K - $136K
|
105K
$2.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
17.2KNew |
$339K - $355K
|
17.2K
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.36K+ 2.36% |
$86K - $89.9K
|
189K
$3.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-977- 2.74% |
$19.2K - $20.1K
|
34.7K
$713K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-136K- 99.25% |
$2.69M - $2.81M
|
1.04K
$21.3K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.1K- 18.18% |
$478K - $520K
|
109K
$2.23M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3+ 0.02% |
$59.5 - $64.7
|
12.2K
$250K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
857+ 5.27% |
$17K - $18.5K
|
17.1K
$352K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
231New |
$4.58K - $4.98K
|
231
$4.74K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.6KNew |
$31.6K - $34.4K
|
1.6K
$32.7K
|
|