Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii Ftse Rafi Em (PXH)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Ftse Rafi Em (PXH) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II FTSE RAFI EM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-470- 2.73% |
$8.47K - $9.25K
|
16.7K
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-495- 3.51% |
$8.92K - $9.74K
|
13.6K
$276K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-541- 3.8% |
$9.75K - $10.6K
|
13.7K
$277K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-614- 5.21% |
$11.1K - $12.1K
|
11.2K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-752- 2.49% |
$13.6K - $14.8K
|
29.5K
$597K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.1K- 5.99% |
$19.8K - $21.6K
|
17.2K
$349K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.31K- 20.15% |
$23.7K - $25.8K
|
5.2K
$105K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.34K- 8.6% |
$24.1K - $26.3K
|
14.2K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.48K- 11.85% |
$26.7K - $29.2K
|
11K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.66K- 98.4% |
$29.9K - $32.7K
|
27
$547
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.3K- 2.19% |
$41.5K - $45.3K
|
103K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.35K- 64.26% |
$42.3K - $46.2K
|
1.31K
$26.5K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.7K- 0.71% |
$48.7K - $53.2K
|
377K
$7.64M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.84KClosed |
$69.1K - $75.5K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.01K- 2.98% |
$72.3K - $78.9K
|
131K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.11K- 96.5% |
$74.1K - $80.9K
|
149
$3.02K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.11K- 2.49% |
$92.1K - $101K
|
200K
$4.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.04K- 18.85% |
$163K - $178K
|
38.9K
$789K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-10.2K- 35.52% |
$184K - $201K
|
18.5K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10.8K- 34.52% |
$195K - $213K
|
20.5K
$416K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.7K- 43.2% |
$229K - $250K
|
16.7K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.3K- 6.81% |
$276K - $302K
|
210K
$4.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-31.1K- 17.25% |
$561K - $613K
|
149K
$3.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-43K- 15.21% |
$775K - $846K
|
240K
$4.86M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-54.9K- 8.84% |
$991K - $1.08M
|
566K
$11.5M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-82.8K- 24.24% |
$1.49M - $1.63M
|
259K
$5.25M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-109K- 4.21% |
$1.96M - $2.14M
|
2.47M
$50.2M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-299K- 49.9% |
$5.4M - $5.89M
|
301K
$6.09M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-733K- 2.75% |
$13.2M - $14.4M
|
25.9M
$526M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.45M- 51.96% |
$26.1M - $28.5M
|
1.34M
$27.1M
|