Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.34% |
$37.3 - $40.4
|
589
$12K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-11- 0.03% |
$205 - $222
|
39.2K
$798K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-57- 2.07% |
$1.06K - $1.15K
|
2.7K
$54.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-75- 5.44% |
$1.4K - $1.52K
|
1.3K
$26.5K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-92- 1.74% |
$1.72K - $1.86K
|
5.2K
$106K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-122- 23.74% |
$2.28K - $2.46K
|
392
$7.97K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-138- 0.12% |
$2.57K - $2.79K
|
117K
$2.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-162- 17.72% |
$3.02K - $3.27K
|
752
$15.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-198- 70.71% |
$3.69K - $4K
|
82
$1.67K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-247- 13.22% |
$4.61K - $4.99K
|
1.62K
$33K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-255- 0.48% |
$4.76K - $5.15K
|
53.1K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-266- 4.7% |
$4.96K - $5.37K
|
5.39K
$110K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-312- 2.87% |
$5.82K - $6.3K
|
10.6K
$215K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-466- 2.82% |
$8.69K - $9.41K
|
16.1K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-501- 1.61% |
$9.34K - $10.1K
|
30.6K
$622K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-580- 1.13% |
$10.8K - $11.7K
|
50.6K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-618- 0.5% |
$11.5K - $12.5K
|
122K
$2.48M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-668Closed |
$12.5K - $13.5K
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-687- 3.32% |
$12.8K - $13.9K
|
20K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-692- 97.19% |
$12.9K - $14K
|
20
$407
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-863- 3.35% |
$16.1K - $17.4K
|
24.9K
$506K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-995- 99.9% |
$18.6K - $20.1K
|
1
$20.3
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.05K- 4.56% |
$19.5K - $21.1K
|
21.9K
$445K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.09K- 9.31% |
$20.3K - $22K
|
10.6K
$216K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.18K- 28.35% |
$22.1K - $23.9K
|
2.99K
$60.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.49K- 5.27% |
$27.8K - $30.2K
|
26.8K
$545K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.7K- 4.52% |
$31.6K - $34.3K
|
35.9K
$729K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.82K- 4.27% |
$33.9K - $36.7K
|
40.8K
$830K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.99K- 5.6% |
$37.2K - $40.3K
|
33.6K
$684K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.04K- 15.22% |
$38K - $41.1K
|
11.3K
$231K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.1K- 13.18% |
$39.2K - $42.5K
|
13.9K
$282K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.23K- 10.81% |
$41.6K - $45K
|
18.4K
$374K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.41K- 0.64% |
$44.9K - $48.7K
|
374K
$7.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.12K- 14.94% |
$58.2K - $63K
|
17.8K
$361K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.27K- 4.5% |
$60.9K - $66K
|
69.4K
$1.41M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.3K- 2.34% |
$61.5K - $66.6K
|
138K
$2.8M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.36K- 2.11% |
$62.6K - $67.8K
|
156K
$3.17M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.65K- 19.73% |
$68.1K - $73.7K
|
14.8K
$302K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.67K- 97.73% |
$68.4K - $74K
|
85
$1.73K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3.74K- 26.54% |
$69.8K - $75.6K
|
10.4K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.08K- 15.41% |
$76.1K - $82.5K
|
22.4K
$456K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.16K- 23.63% |
$77.7K - $84.1K
|
13.5K
$274K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-4.61K- 4.2% |
$85.9K - $93.1K
|
105K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.04K- 1.61% |
$94.1K - $102K
|
309K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-5.77K- 31.3% |
$108K - $116K
|
12.7K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-6.06K- 6.81% |
$113K - $122K
|
82.9K
$1.69M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.18K- 8.62% |
$115K - $125K
|
65.5K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.23K- 26.46% |
$116K - $126K
|
17.3K
$352K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-6.28K- 2.88% |
$117K - $127K
|
211K
$4.3M
|