Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
955+ 0.9% |
$19K - $20.7K
|
107K
$2.18M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
858New |
$17.1K - $18.6K
|
858
$17.5K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
840+ 35.09% |
$16.7K - $18.2K
|
3.23K
$65.8K
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
762+ 2.52% |
$15.1K - $16.5K
|
31K
$631K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
696+ 1242.86% |
$13.8K - $15.1K
|
752
$15.3K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
635+ 79.38% |
$12.6K - $13.7K
|
1.44K
$29.2K
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
606+ 5.82% |
$12K - $13.1K
|
11K
$224K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
540+ 11.15% |
$10.7K - $11.7K
|
5.38K
$110K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
437+ 33.11% |
$8.69K - $9.45K
|
1.76K
$35.7K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
428+ 6.21% |
$8.51K - $9.26K
|
7.32K
$149K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
383New |
$7.61K - $8.28K
|
383
$7.79K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
377+ 2.29% |
$7.49K - $8.15K
|
16.8K
$342K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
337+ 2.15% |
$6.7K - $7.29K
|
16K
$326K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
294New |
$5.84K - $6.36K
|
294
$5.98K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
269+ 7.51% |
$5.35K - $5.82K
|
3.85K
$78.3K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
165+ 1.85% |
$3.28K - $3.57K
|
9.09K
$185K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
154+ 1.2% |
$3.06K - $3.33K
|
13K
$265K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
129+ 117.27% |
$2.56K - $2.79K
|
239
$4.86K
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
94+ 0.77% |
$1.87K - $2.03K
|
12.3K
$250K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
86New |
$1.71K - $1.86K
|
86
$1.75K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
81New |
$1.61K - $1.75K
|
81
$1.65K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
80+ 0.47% |
$1.59K - $1.73K
|
17K
$345K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
57New |
$1.13K - $1.23K
|
57
$1.16K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
55+ 13.99% |
$1.09K - $1.19K
|
448
$9.11K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
37New |
$736 - $800
|
37
$753
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34+ 36.17% |
$676 - $735
|
128
$2.6K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
32New |
$636 - $692
|
32
$651
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 23.36% |
$497 - $541
|
132
$2.68K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 10.5% |
$457 - $497
|
242
$4.92K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 1.59% |
$358 - $389
|
1.15K
$23.5K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.61% |
$179 - $195
|
1.48K
$30K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7New |
$139 - $151
|
7
$142
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 0.86% |
$139 - $151
|
818
$16.6K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.04% |
$59.6 - $64.9
|
7.39K
$150K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.15% |
$19.9 - $21.6
|
655
$13.3K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5- 0.04% |
$99.4 - $108
|
13.1K
$267K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 50.0% |
$139 - $151
|
7
$142
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17- 1.92% |
$338 - $368
|
867
$17.6K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28- 0.2% |
$557 - $606
|
13.9K
$282K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-61- 0.05% |
$1.21K - $1.32K
|
121K
$2.47M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-77- 0.65% |
$1.53K - $1.67K
|
11.8K
$239K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-87- 4.11% |
$1.73K - $1.88K
|
2.03K
$41.3K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-92- 30.46% |
$1.83K - $1.99K
|
210
$4.27K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-149- 0.7% |
$2.96K - $3.22K
|
21.1K
$429K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-162- 6.45% |
$3.22K - $3.5K
|
2.35K
$47.8K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-205- 0.69% |
$4.08K - $4.43K
|
29.3K
$597K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-307- 99.68% |
$6.1K - $6.64K
|
1
$20.3
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-309- 58.19% |
$6.14K - $6.68K
|
222
$4.52K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-342- 1.27% |
$6.8K - $7.4K
|
26.5K
$540K
|