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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
932KNew |
$18.5M - $20.1M
|
932K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
360KNew |
$7.13M - $7.75M
|
360K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
242K+ 56.7% |
$4.8M - $5.22M
|
670K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
178K+ 5.97% |
$3.52M - $3.83M
|
3.15M
$61.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
152K+ 7.28% |
$3.02M - $3.28M
|
2.25M
$43.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.7K+ 14.78% |
$1.92M - $2.08M
|
751K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.9K+ 272.43% |
$1.52M - $1.66M
|
105K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
36.2K+ 116.58% |
$718K - $781K
|
67.3K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.1KNew |
$676K - $735K
|
34.1K
$664K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6KNew |
$606K - $659K
|
30.6K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.7KNew |
$529K - $575K
|
26.7K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22.5KNew |
$447K - $486K
|
22.5K
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
20.6KNew |
$409K - $444K
|
20.6K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
18.1KNew |
$358K - $390K
|
18.1K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$312K - $339K
|
15.7K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14K+ 66.93% |
$278K - $303K
|
35K
$683K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
13.9KNew |
$276K - $300K
|
13.9K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.8KNew |
$274K - $298K
|
13.8K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.8KNew |
$254K - $276K
|
12.8K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
10.9KNew |
$216K - $235K
|
10.9K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
10.9KNew |
$216K - $235K
|
10.9K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.6KNew |
$209K - $228K
|
10.6K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.3KNew |
$205K - $223K
|
10.3K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10.1KNew |
$200K - $217K
|
10.1K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
10KNew |
$199K - $216K
|
10K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.7K+ 3.71% |
$172K - $187K
|
243K
$4.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.25K+ 23.37% |
$144K - $156K
|
38.3K
$746K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.81K+ 134.01% |
$135K - $147K
|
11.9K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.77K+ 13.92% |
$134K - $146K
|
55.4K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6.75K+ 1.74% |
$134K - $146K
|
394K
$7.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.57K+ 7.13% |
$130K - $142K
|
98.7K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.41K+ 2.22% |
$127K - $138K
|
295K
$5.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.39K+ 3.58% |
$127K - $138K
|
185K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.15K+ 0.35% |
$122K - $132K
|
1.74M
$33.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.05K+ 7.92% |
$120K - $130K
|
82.5K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.27K+ 2.04% |
$104K - $113K
|
264K
$5.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.16K+ 1.3% |
$102K - $111K
|
402K
$7.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76KNew |
$74.4K - $80.9K
|
3.76K
$73.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.47K+ 15.28% |
$68.8K - $74.8K
|
26.2K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.25KNew |
$64.4K - $70K
|
3.25K
$63.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.66K+ 9.07% |
$52.7K - $57.3K
|
32K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.53KNew |
$50.1K - $54.5K
|
2.53K
$49.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 4.41% |
$35.2K - $38.3K
|
42.1K
$820K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.6KNew |
$31.6K - $34.4K
|
1.6K
$31.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.41K+ 5.44% |
$27.9K - $30.4K
|
27.3K
$532K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.09K+ 2.0% |
$21.6K - $23.5K
|
55.6K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.03K+ 0.76% |
$20.5K - $22.3K
|
138K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
976+ 5.9% |
$19.3K - $21K
|
17.5K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
970+ 5.89% |
$19.2K - $20.9K
|
17.4K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
963+ 10.42% |
$19.1K - $20.8K
|
10.2K
$199K
|