Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.48K+ 19.42% |
$106K - $127K
|
39.8K
$796K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
6.47KNew |
$106K - $127K
|
6.47K
$129K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.25KNew |
$103K - $123K
|
6.25K
$125K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.81K+ 0.22% |
$95.4K - $114K
|
2.71M
$54.1M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.85KNew |
$79.6K - $95.2K
|
4.85K
$96.9K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.62KNew |
$75.8K - $90.6K
|
4.62K
$92.3K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.18KNew |
$68.5K - $81.9K
|
4.18K
$83.4K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.12K+ 30.09% |
$67.6K - $80.8K
|
17.8K
$356K
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.02K+ 2.59% |
$66K - $78.9K
|
159K
$3.18M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.64K+ 3248.21% |
$59.7K - $71.4K
|
3.75K
$74.9K
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
3.41K+ 28.57% |
$55.9K - $66.8K
|
15.3K
$306K
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.17K+ 22.2% |
$52K - $62.1K
|
17.4K
$348K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.88K+ 260.49% |
$47.3K - $56.5K
|
3.99K
$79.7K
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.44K+ 22.28% |
$40K - $47.8K
|
13.4K
$267K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.23K+ 4.62% |
$36.5K - $43.7K
|
50.4K
$1.01M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.18KNew |
$35.8K - $42.8K
|
2.18K
$43.6K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.94K+ 14.2% |
$31.8K - $38K
|
15.6K
$311K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.6KNew |
$26.3K - $31.5K
|
1.6K
$32K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$23.4K - $27.9K
|
1.42K
$28.5K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.16KNew |
$19.1K - $22.8K
|
1.16K
$23.2K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 6.76% |
$17.4K - $20.8K
|
16.7K
$335K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
990+ 1434.78% |
$16.2K - $19.4K
|
1.06K
$21.2K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
900New |
$14.8K - $17.7K
|
900
$18K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
856+ 3.42% |
$14K - $16.8K
|
25.9K
$518K
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
823+ 7.57% |
$13.5K - $16.1K
|
11.7K
$234K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
624+ 1.62% |
$10.2K - $12.2K
|
39.3K
$784K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
598New |
$9.81K - $11.7K
|
598
$11.9K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
587New |
$9.63K - $11.5K
|
587
$11.7K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
523New |
$8.58K - $10.3K
|
523
$10.4K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
461+ 2426.32% |
$7.57K - $9.04K
|
480
$9.59K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
428+ 4.03% |
$7.02K - $8.4K
|
11K
$221K
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
396+ 3.65% |
$6.5K - $7.77K
|
11.2K
$225K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
320+ 2.51% |
$5.25K - $6.28K
|
13.1K
$261K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
300+ 112.78% |
$4.92K - $5.89K
|
566
$11.3K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
244New |
$4K - $4.79K
|
244
$4.88K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
240New |
$3.94K - $4.71K
|
240
$4.8K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
191New |
$3.13K - $3.75K
|
191
$3.82K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
182+ 0.75% |
$2.99K - $3.57K
|
24.5K
$489K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
159New |
$2.61K - $3.12K
|
159
$3.18K
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
142+ 1.12% |
$2.33K - $2.79K
|
12.8K
$255K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57+ 2.11% |
$935 - $1.12K
|
2.76K
$55.1K
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
55+ 0.1% |
$903 - $1.08K
|
54.8K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
43New |
$706 - $844
|
43
$859
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
41+ 23.84% |
$673 - $804
|
213
$4.26K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33New |
$542 - $647
|
33
$659
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
28+ 1.6% |
$459 - $549
|
1.78K
$35.6K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21+ 1.61% |
$345 - $412
|
1.33K
$26.5K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 9.68% |
$197 - $235
|
136
$2.72K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 11.76% |
$32.8 - $39.2
|
19
$380
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|