Purchases and Sales Made in Q4 2023 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 2023. 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 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-432- 41.66% |
$7.52K - $8.98K
|
605
$12.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-567- 7.75% |
$9.87K - $11.8K
|
6.75K
$139K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-679- 3.81% |
$11.8K - $14.1K
|
17.1K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-680- 0.85% |
$11.8K - $14.1K
|
79.3K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-697- 6.09% |
$12.1K - $14.5K
|
10.8K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-761- 2.48% |
$13.2K - $15.8K
|
30K
$617K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-788- 3.02% |
$13.7K - $16.4K
|
25.3K
$522K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-900- 3.84% |
$15.7K - $18.7K
|
22.5K
$464K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-949- 2.77% |
$16.5K - $19.7K
|
33.3K
$686K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1K- 8.89% |
$17.4K - $20.8K
|
10.3K
$211K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.03K- 53.39% |
$18K - $21.5K
|
901
$18.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.22K- 9.87% |
$21.2K - $25.4K
|
11.1K
$229K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.24K- 9.43% |
$21.6K - $25.8K
|
11.9K
$245K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.29K- 9.02% |
$22.5K - $26.9K
|
13K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1.3K- 69.19% |
$22.6K - $27K
|
578
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.33K- 7.52% |
$23.2K - $27.7K
|
16.4K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.72K- 79.95% |
$29.9K - $35.7K
|
431
$8.87K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.77K- 2.64% |
$30.9K - $36.9K
|
65.4K
$1.35M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.84K- 12.47% |
$32.1K - $38.3K
|
12.9K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.94K- 1.77% |
$33.8K - $40.4K
|
108K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.28K- 8.3% |
$39.7K - $47.4K
|
25.2K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.33K- 59.4% |
$40.6K - $48.5K
|
1.59K
$32.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.4K- 88.89% |
$41.8K - $49.9K
|
300
$6.17K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.68K- 3.66% |
$46.6K - $55.6K
|
70.4K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.79K- 20.99% |
$48.6K - $58K
|
10.5K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.94K- 2.8% |
$51.2K - $61.2K
|
102K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.04K- 85.88% |
$52.9K - $63.2K
|
500
$10.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-3.05K- 9.13% |
$53K - $63.3K
|
30.3K
$624K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.39K- 23.39% |
$59.1K - $70.5K
|
11.1K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.65K- 17.76% |
$63.5K - $75.8K
|
16.9K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.66K- 19.88% |
$63.7K - $76.1K
|
14.8K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.02K- 9.84% |
$70K - $83.6K
|
36.8K
$758K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.12K- 7.27% |
$89.1K - $106K
|
65.3K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-5.88K- 15.66% |
$102K - $122K
|
31.7K
$652K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.3K- 30.09% |
$110K - $131K
|
14.6K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.44K- 7.57% |
$129K - $155K
|
90.8K
$1.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-8.25K- 10.69% |
$144K - $172K
|
68.9K
$1.42M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.27K- 2.02% |
$144K - $172K
|
402K
$8.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.27K- 2.02% |
$144K - $172K
|
402K
$8.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.84K- 7.45% |
$154K - $184K
|
110K
$2.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.84K- 37.98% |
$171K - $204K
|
16.1K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12.1K- 7.27% |
$211K - $252K
|
155K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.9K- 8.85% |
$225K - $269K
|
133K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.8K- 56.31% |
$240K - $286K
|
10.7K
$220K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-14.6K- 10.84% |
$254K - $303K
|
120K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.4K- 36.75% |
$286K - $342K
|
28.3K
$582K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-17.8K- 6.57% |
$309K - $369K
|
253K
$5.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-19.8K- 6.22% |
$345K - $413K
|
299K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.5K- 4.58% |
$358K - $427K
|
428K
$8.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-21.4K- 58.82% |
$373K - $446K
|
15K
$309K
|