Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.8KNew |
$225K - $239K
|
8.8K
$181K
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.68KNew |
$222K - $236K
|
8.68K
$179K
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8.48KNew |
$217K - $230K
|
8.48K
$175K
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.09KNew |
$207K - $220K
|
8.09K
$167K
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.77K+ 4.38% |
$174K - $184K
|
161K
$3.32M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
5.81KNew |
$149K - $158K
|
5.81K
$120K
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.73K+ 47.83% |
$147K - $156K
|
17.7K
$365K
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.63K+ 21.06% |
$144K - $153K
|
32.4K
$666K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.85K+ 98.32% |
$124K - $132K
|
9.78K
$201K
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.74K+ 0.21% |
$122K - $129K
|
2.28M
$46.9M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.97K+ 3.48% |
$102K - $108K
|
118K
$2.43M
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
3.89K+ 19.0% |
$99.7K - $106K
|
24.4K
$501K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.83K+ 13.2% |
$98.2K - $104K
|
32.9K
$677K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.83K+ 4.15% |
$98.2K - $104K
|
96K
$1.98M
|
|
Feb 14, 2022
Q4 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
3.7K+ 18.23% |
$94.8K - $100K
|
24K
$494K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3.41K+ 608.21% |
$87.3K - $92.5K
|
3.97K
$81.6K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.97K+ 12.94% |
$76K - $80.5K
|
25.9K
$533K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.94KNew |
$75.2K - $79.7K
|
2.94K
$60.4K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.17K+ 3.61% |
$55.7K - $59K
|
62.3K
$1.28M
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.93KNew |
$49.4K - $52.3K
|
1.93K
$39.7K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.67KNew |
$42.9K - $45.4K
|
1.67K
$34.4K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.5KNew |
$38.4K - $40.7K
|
1.5K
$30.9K
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.41K+ 0.77% |
$36.1K - $38.3K
|
185K
$3.81M
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32KNew |
$33.9K - $35.9K
|
1.32K
$27.2K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.31K+ 9.28% |
$33.7K - $35.6K
|
15.5K
$318K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 10.52% |
$33.4K - $35.3K
|
13.7K
$282K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.2K+ 8.47% |
$30.7K - $32.5K
|
15.3K
$315K
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
1.11K+ 8.66% |
$28.4K - $30.1K
|
13.9K
$287K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.08KNew |
$27.6K - $29.2K
|
1.08K
$22.2K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 4.04% |
$27.2K - $28.9K
|
27.3K
$563K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.05K+ 9.0% |
$27K - $28.6K
|
12.8K
$263K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.05KNew |
$26.8K - $28.4K
|
1.05K
$21.5K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1KNew |
$25.6K - $27.2K
|
1K
$20.6K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
962+ 1394.2% |
$24.7K - $26.1K
|
1.03K
$21.2K
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
949+ 11.42% |
$24.3K - $25.8K
|
9.26K
$191K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
930New |
$23.8K - $25.2K
|
930
$19.1K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
883New |
$22.6K - $24K
|
883
$18.2K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
713New |
$18.3K - $19.4K
|
713
$14.7K
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
712+ 4.3% |
$18.2K - $19.3K
|
17.3K
$355K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
700New |
$17.9K - $19K
|
700
$14.4K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
689+ 9.99% |
$17.7K - $18.7K
|
7.59K
$156K
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
649+ 0.4% |
$16.6K - $17.6K
|
162K
$3.34M
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
558+ 23.01% |
$14.3K - $15.1K
|
2.98K
$61.4K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
483New |
$12.4K - $13.1K
|
483
$9.94K
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
421+ 5.26% |
$10.8K - $11.4K
|
8.42K
$173K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
382+ 0.48% |
$9.79K - $10.4K
|
79.8K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
373+ 17.09% |
$9.56K - $10.1K
|
2.56K
$52.6K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
348+ 0.67% |
$8.92K - $9.45K
|
52K
$1.07M
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
337New |
$8.64K - $9.15K
|
337
$6.94K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
333New |
$8.53K - $9.04K
|
333
$6.85K
|