Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
196New |
$3.54K - $3.9K
|
196
$3.99K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
158+ 183.72% |
$2.86K - $3.15K
|
244
$4.96K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
141+ 0.46% |
$2.55K - $2.81K
|
30.7K
$625K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
121New |
$2.19K - $2.41K
|
121
$2.46K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
121New |
$2.19K - $2.41K
|
121
$2.46K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
109New |
$1.97K - $2.17K
|
109
$2.22K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 2.96% |
$1.59K - $1.75K
|
3.06K
$62.2K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
74+ 1.02% |
$1.34K - $1.47K
|
7.32K
$149K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
68New |
$1.23K - $1.35K
|
68
$1.38K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
62New |
$1.12K - $1.23K
|
62
$1.26K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
33+ 1.79% |
$596 - $657
|
1.88K
$38.2K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
28New |
$506 - $557
|
28
$570
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 1.68% |
$416 - $458
|
1.39K
$28.3K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
18New |
$325 - $358
|
18
$366
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.09% |
$325 - $358
|
20.5K
$418K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 1.78% |
$289 - $319
|
913
$18.6K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.86% |
$253 - $279
|
1.65K
$33.5K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13New |
$235 - $259
|
13
$264
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 0.42% |
$72.3 - $79.6
|
966
$19.6K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4New |
$72.3 - $79.6
|
4
$81.4
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3- 1.07% |
$54.2 - $59.7
|
277
$5.63K
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-90- 0.27% |
$1.63K - $1.79K
|
33.4K
$679K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-119- 18.06% |
$2.15K - $2.37K
|
540
$11K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-139- 4.69% |
$2.51K - $2.77K
|
2.83K
$57.5K
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-153- 0.88% |
$2.76K - $3.05K
|
17.2K
$349K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-177- 7.61% |
$3.2K - $3.52K
|
2.15K
$43.7K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-186- 1.47% |
$3.36K - $3.7K
|
12.5K
$254K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-222- 24.03% |
$4.01K - $4.42K
|
702
$14.3K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-250- 2.14% |
$4.52K - $4.98K
|
11.5K
$233K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-252- 0.96% |
$4.55K - $5.02K
|
26.1K
$532K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-297- 45.27% |
$5.37K - $5.91K
|
359
$7.3K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-307- 20.24% |
$5.55K - $6.11K
|
1.21K
$24.6K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-319- 1.34% |
$5.76K - $6.35K
|
23.4K
$477K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-323- 28.63% |
$5.84K - $6.43K
|
805
$16.4K
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-344- 0.84% |
$6.22K - $6.85K
|
40.9K
$831K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-497- 3.86% |
$8.98K - $9.9K
|
12.4K
$251K
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-508- 1.44% |
$9.18K - $10.1K
|
34.7K
$707K
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-590- 0.39% |
$10.7K - $11.7K
|
152K
$3.09M
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-685- 1.79% |
$12.4K - $13.6K
|
37.5K
$764K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-730- 6.3% |
$13.2K - $14.5K
|
10.9K
$221K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-919- 1.82% |
$16.6K - $18.3K
|
49.6K
$1.01M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.21K- 96.48% |
$21.8K - $24K
|
44
$895
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 5.85% |
$23.5K - $25.9K
|
20.9K
$426K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.32K- 91.59% |
$23.8K - $26.2K
|
121
$2.46K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.35K- 15.57% |
$24.3K - $26.8K
|
7.29K
$148K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.61K- 5.43% |
$29.1K - $32.1K
|
28K
$570K
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.75K- 1.29% |
$31.6K - $34.9K
|
134K
$2.73M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.86K- 18.2% |
$33.5K - $36.9K
|
8.34K
$170K
|