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 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-390- 2.44% |
$7.75K - $8.44K
|
15.6K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-432- 41.66% |
$8.59K - $9.34K
|
605
$12.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-440- 75.34% |
$8.75K - $9.52K
|
144
$2.93K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-445- 2.62% |
$8.85K - $9.63K
|
16.5K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-486- 3.76% |
$9.66K - $10.5K
|
12.4K
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-600- 4.69% |
$11.9K - $13K
|
12.2K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-634- 1.75% |
$12.6K - $13.7K
|
35.6K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-680- 3.15% |
$13.5K - $14.7K
|
20.9K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-746- 13.33% |
$14.8K - $16.1K
|
4.85K
$98.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-810- 2.18% |
$16.1K - $17.5K
|
36.4K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-830- 12.33% |
$16.5K - $18K
|
5.9K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-948- 9.31% |
$18.8K - $20.5K
|
9.24K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.01K- 1.32% |
$20.1K - $21.9K
|
75.7K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.36K- 4.73% |
$27K - $29.4K
|
27.4K
$557K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.42K- 5.02% |
$28.3K - $30.8K
|
26.9K
$548K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 16.26% |
$37.9K - $41.2K
|
9.81K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.97K- 5.39% |
$39.1K - $42.6K
|
34.5K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.06K- 2.4% |
$40.9K - $44.5K
|
83.7K
$1.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.28K- 7.32% |
$45.2K - $49.2K
|
28.8K
$586K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.31K- 16.66% |
$46K - $50K
|
11.6K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.4K- 32.03% |
$47.6K - $51.8K
|
5.08K
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.59K- 76.52% |
$51.4K - $55.9K
|
793
$16.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.63K- 10.3% |
$52.3K - $56.9K
|
22.9K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.02K- 81.6% |
$60.1K - $65.3K
|
681
$13.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.78K- 5.9% |
$75.2K - $81.8K
|
60.3K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.95K- 1.35% |
$78.6K - $85.5K
|
288K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.54K- 5.25% |
$90.3K - $98.2K
|
81.9K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.81K- 17.5% |
$95.7K - $104K
|
22.7K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5.21K- 59.89% |
$104K - $113K
|
3.49K
$71K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.12K- 35.69% |
$122K - $132K
|
11K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.21K- 5.51% |
$123K - $134K
|
106K
$2.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.33K- 19.65% |
$126K - $137K
|
25.9K
$527K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.37K- 6.28% |
$127K - $138K
|
95K
$1.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.18K- 12.87% |
$143K - $155K
|
48.6K
$989K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.19K- 13.77% |
$143K - $155K
|
45K
$916K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.7K- 1.9% |
$153K - $167K
|
397K
$8.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.79K- 3.32% |
$155K - $168K
|
227K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-8.01K- 14.55% |
$159K - $173K
|
47.1K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.6K- 18.83% |
$171K - $186K
|
37.1K
$754K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.42K- 8.33% |
$187K - $204K
|
104K
$2.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.3K- 17.52% |
$205K - $223K
|
48.5K
$987K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 6.5% |
$229K - $249K
|
166K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-12.4K- 53.01% |
$247K - $268K
|
11K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.5K- 3.45% |
$605K - $659K
|
852K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-31.3K- 9.23% |
$622K - $677K
|
308K
$6.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-33.3K- 20.52% |
$661K - $720K
|
129K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-44.6K- 45.01% |
$887K - $965K
|
54.5K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51.6K- 54.29% |
$1.03M - $1.12M
|
43.5K
$884K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-58.9K- 72.08% |
$1.17M - $1.27M
|
22.8K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-62.8K- 14.43% |
$1.25M - $1.36M
|
373K
$7.58M
|