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
|
Private Capital Group, LLC
|
BUY
|
- |
320New |
$8.2K - $8.69K
|
320
$6.59K
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
269+ 1.71% |
$6.89K - $7.3K
|
16K
$329K
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
218+ 0.28% |
$5.59K - $5.92K
|
76.9K
$1.58M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
211New |
$5.41K - $5.73K
|
211
$4.34K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
205New |
$5.25K - $5.57K
|
205
$4.22K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
202+ 2.03% |
$5.18K - $5.48K
|
10.2K
$209K
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
182New |
$4.66K - $4.94K
|
182
$3.75K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
165New |
$4.23K - $4.48K
|
165
$3.4K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
139New |
$3.56K - $3.77K
|
139
$2.86K
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
110+ 0.97% |
$2.82K - $2.99K
|
11.5K
$237K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
109+ 31.78% |
$2.79K - $2.96K
|
452
$9.3K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
102New |
$2.61K - $2.77K
|
102
$2.1K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
91New |
$2.33K - $2.47K
|
91
$1.87K
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
47+ 2.74% |
$1.2K - $1.28K
|
1.76K
$36.3K
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
41New |
$1.05K - $1.11K
|
41
$844
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33+ 0.03% |
$846 - $896
|
101K
$2.09M
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32New |
$820 - $869
|
32
$659
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
26New |
$666 - $706
|
26
$535
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
23New |
$589 - $624
|
23
$473
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
13+ 0.16% |
$333 - $353
|
8.11K
$167K
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
11+ 0.85% |
$282 - $299
|
1.31K
$26.9K
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1New |
$25.6 - $27.2
|
1
$20.6
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1Closed |
$25.6 - $27.2
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 33.33% |
$51.3 - $54.3
|
4
$82.3
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13- 0.02% |
$333 - $353
|
73.6K
$1.51M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21- 0.25% |
$538 - $570
|
8.27K
$170K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22- 0.19% |
$564 - $597
|
11.4K
$234K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25Closed |
$641 - $679
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-30- 0.33% |
$769 - $815
|
9.12K
$188K
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-49Closed |
$1.26K - $1.33K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-57Closed |
$1.46K - $1.55K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-66Closed |
$1.69K - $1.79K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-81- 0.99% |
$2.08K - $2.2K
|
8.11K
$167K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-93- 0.41% |
$2.38K - $2.52K
|
22.6K
$466K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-94- 8.85% |
$2.41K - $2.55K
|
968
$19.9K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-100- 8.9% |
$2.56K - $2.72K
|
1.02K
$21.1K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-101- 9.1% |
$2.59K - $2.74K
|
1.01K
$20.8K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-105- 24.19% |
$2.69K - $2.85K
|
329
$6.77K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-106Closed |
$2.72K - $2.88K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-116Closed |
$2.97K - $3.15K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-126Closed |
$3.23K - $3.42K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-142- 0.21% |
$3.64K - $3.86K
|
66.2K
$1.36M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-142- 0.08% |
$3.64K - $3.86K
|
181K
$3.72M
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-142- 0.82% |
$3.64K - $3.86K
|
17.3K
$355K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-154- 26.78% |
$3.95K - $4.18K
|
421
$8.66K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-160- 0.37% |
$4.1K - $4.34K
|
43K
$886K
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-176- 13.92% |
$4.51K - $4.78K
|
1.09K
$22.4K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-182- 12.65% |
$4.66K - $4.94K
|
1.26K
$25.9K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-182Closed |
$4.66K - $4.94K
|
0
$0
|