Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 1.59% |
$258 - $280
|
831
$16.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.68% |
$198 - $216
|
1.49K
$30.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.84% |
$39.6 - $43.1
|
241
$4.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.56% |
$19.8 - $21.6
|
40
$812
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.56% |
$19.8 - $21.6
|
65
$1.32K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-34- 26.56% |
$674 - $733
|
94
$1.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-56- 7.45% |
$1.11K - $1.21K
|
696
$14.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-84- 40.0% |
$1.66K - $1.81K
|
126
$2.56K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-213- 0.8% |
$4.22K - $4.59K
|
26.3K
$534K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-577- 2.08% |
$11.4K - $12.4K
|
27.1K
$550K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-611- 34.78% |
$12.1K - $13.2K
|
1.15K
$23.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-646- 1.78% |
$12.8K - $13.9K
|
35.7K
$725K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-708- 1.46% |
$14K - $15.3K
|
47.8K
$971K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-759- 4.81% |
$15K - $16.4K
|
15K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-835- 58.19% |
$16.5K - $18K
|
600
$12.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.04K- 0.75% |
$20.6K - $22.4K
|
137K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.05K- 3.89% |
$20.8K - $22.6K
|
25.9K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.07K- 19.87% |
$21.2K - $23.1K
|
4.31K
$87.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.15K- 2.45% |
$22.8K - $24.8K
|
45.9K
$932K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 16.22% |
$23.7K - $25.8K
|
6.19K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.49K- 63.47% |
$29.6K - $32.1K
|
858
$17.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.57K- 2.24% |
$31.1K - $33.9K
|
68.5K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 7.95% |
$33K - $35.8K
|
19.3K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.34K- 14.59% |
$66.2K - $72K
|
19.6K
$397K
|
|
|
Feb 11, 2025
Q4 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-3.6K- 45.0% |
$71.4K - $77.6K
|
4.4K
$89.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-4.14K- 25.82% |
$82.1K - $89.3K
|
11.9K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.45K- 14.67% |
$128K - $139K
|
37.5K
$762K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.87K- 13.04% |
$156K - $170K
|
52.5K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.57K- 22.01% |
$190K - $206K
|
33.9K
$688K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10.6K- 36.68% |
$210K - $228K
|
18.3K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-11.5K- 10.77% |
$227K - $247K
|
95K
$1.93M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.2K- 1.79% |
$302K - $328K
|
837K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-16.9K- 16.32% |
$335K - $365K
|
86.8K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-33.4K- 42.3% |
$661K - $719K
|
45.5K
$924K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71.4K- 75.11% |
$1.41M - $1.54M
|
23.7K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-115K- 79.79% |
$2.27M - $2.47M
|
29.1K
$590K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-315K- 60.32% |
$6.24M - $6.78M
|
207K
$4.2M
|