Latest Institutional Purchases of Invesco Fd Tr Ii Emerging Mkts (PCY)
This list provides information on the latest institutional transactions involving Invesco Fd Tr Ii Emerging Mkts (PCY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
606+ 22.41% |
$11.9K - $12.5K
|
3.31K
$67.9K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
406New |
$8K - $8.37K
|
406
$8.33K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
396+ 2.54% |
$7.8K - $8.16K
|
16K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
347+ 2.31% |
$6.84K - $7.15K
|
15.4K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
331+ 43.55% |
$6.52K - $6.82K
|
1.09K
$22.4K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
258+ 2.45% |
$5.08K - $5.32K
|
10.8K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
217+ 27.71% |
$4.27K - $4.47K
|
1K
$20.5K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
159+ 25.52% |
$3.13K - $3.28K
|
782
$16K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
140New |
$2.76K - $2.89K
|
140
$2.87K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
121New |
$2.38K - $2.49K
|
121
$2.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
90New |
$1.77K - $1.85K
|
90
$1.85K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 9.05% |
$1.64K - $1.71K
|
1K
$20.5K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
74New |
$1.46K - $1.53K
|
74
$1.52K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
68New |
$1.34K - $1.4K
|
68
$1.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60+ 1.42% |
$1.18K - $1.24K
|
4.3K
$88.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
42+ 3.13% |
$827 - $866
|
1.38K
$28.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32+ 14.41% |
$630 - $660
|
254
$5.21K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 1.62% |
$374 - $392
|
1.19K
$24.4K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
15+ 22.73% |
$296 - $309
|
81
$1.66K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 1.68% |
$276 - $289
|
845
$17.3K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 1.56% |
$256 - $268
|
849
$17.4K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.74% |
$217 - $227
|
1.5K
$30.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 0.61% |
$78.8 - $82.4
|
661
$13.6K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.35% |
$59.1 - $61.8
|
861
$17.7K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 1.24% |
$59.1 - $61.8
|
244
$5.01K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$19.7 - $20.6
|
1.03K
$21.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.5% |
$19.7 - $20.6
|
41
$841
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.54% |
$19.7 - $20.6
|
66
$1.35K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.1KNew |
$676K - $735K
|
34.1K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6KNew |
$606K - $659K
|
30.6K
$628K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
13.9KNew |
$276K - $300K
|
13.9K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
10.9KNew |
$216K - $235K
|
10.9K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10.1KNew |
$200K - $217K
|
10.1K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76KNew |
$74.4K - $80.9K
|
3.76K
$77.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.6KNew |
$31.6K - $34.4K
|
1.6K
$32.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.09K+ 2.0% |
$21.6K - $23.5K
|
55.6K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
976+ 5.9% |
$19.3K - $21K
|
17.5K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
970+ 5.89% |
$19.2K - $20.9K
|
17.4K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
946+ 2.3% |
$18.7K - $20.4K
|
42.2K
$865K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
857+ 5.27% |
$17K - $18.5K
|
17.1K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
505New |
$10K - $10.9K
|
505
$10.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
358+ 3.25% |
$7.1K - $7.71K
|
11.4K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
269+ 2.45% |
$5.33K - $5.8K
|
11.3K
$231K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
231New |
$4.58K - $4.98K
|
231
$4.74K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
117New |
$2.32K - $2.52K
|
117
$2.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
90+ 1285.71% |
$1.78K - $1.94K
|
97
$1.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
69New |
$1.37K - $1.49K
|
69
$1.42K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
64New |
$1.27K - $1.38K
|
64
$1.31K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
61New |
$1.21K - $1.31K
|
61
$1.25K
|
|