Congress Wealth Management LLC Invesco Fd Tr Ii Emerging Mkts Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco Fd Tr Ii Emerging Mkts stock. As of the latest transaction made, Congress Wealth Management LLC holds 20,186 shares of PCY stock, worth $438,843. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,186

Previous 20,823 3.06%

Holding current value

$438,843

Previous $419,000 1.67%

% of portfolio

0.0%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$18.96 - $20.43 $12,077 - $13,013	-637 Reduced 3.06%	20,186 $412,000
Q1 2025 May 14, 2025	SELL	$19.7 - $20.61 $9,593 - $10,037	-487 Reduced 2.29%	20,823 $419,000
Q4 2024 Feb 11, 2025	BUY	$19.82 - $21.55 $4,300 - $4,676	217 Added 1.03%	21,310 $422,000
Q3 2024 Nov 12, 2024	SELL	$19.88 - $21.63 $2,962 - $3,222	-149 Reduced 0.7%	21,093 $453,000
Q2 2024 Aug 13, 2024	BUY	$19.6 - $20.57 $416,343 - $436,947	21,242 New	21,242 $424,000

Q3 2023 Oct 30, 2023	SELL	$18.07 - $19.91 $419,422 - $462,131	-23,211 Reduced 44.9%	28,480 $520,000
Q2 2023 Jul 13, 2023	SELL	$18.57 - $19.49 $25,273 - $26,525	-1,361 Reduced 2.57%	51,691 $1.01 Million
Q1 2023 Apr 14, 2023	SELL	$18.65 - $20.2 $4,755 - $5,151	-255 Reduced 0.48%	53,052 $1.02 Million
Q4 2022 Feb 02, 2023	SELL	$16.41 - $19.62 $28,028 - $33,510	-1,708 Reduced 3.1%	53,307 $995,000
Q3 2022 Nov 08, 2022	SELL	$16.81 - $20.26 $35,082 - $42,282	-2,087 Reduced 3.65%	55,015 $931,000
Q2 2022 Aug 11, 2022	BUY	$18.5 - $22.75 $15,965 - $19,633	863 Added 1.53%	57,102 $1.06 Million
Q1 2022 May 16, 2022	SELL	$21.0 - $26.08 $62,622 - $77,770	-2,982 Reduced 5.04%	56,239 $1.27 Million
Q4 2021 Feb 04, 2022	BUY	$25.63 - $27.15 $1.52 Million - $1.61 Million	59,221 New	59,221 $1.56 Million

Others Institutions Holding PCY

# of Institutions

213

Shares Held

40.4M

Call Options Held

Put Options Held

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About INVESCO FD TR II EMERGING MKTS

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Congress Wealth Management LLC Invesco Fd Tr Ii Emerging Mkts Transaction History