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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
36.2K+ 116.58% |
$718K - $781K
|
67.3K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6KNew |
$606K - $659K
|
30.6K
$619K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22.5KNew |
$447K - $486K
|
22.5K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
20.6KNew |
$409K - $444K
|
20.6K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
13.9KNew |
$276K - $300K
|
13.9K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.8KNew |
$274K - $298K
|
13.8K
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
10.9KNew |
$216K - $235K
|
10.9K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
10.9KNew |
$216K - $235K
|
10.9K
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.3KNew |
$205K - $223K
|
10.3K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10.1KNew |
$200K - $217K
|
10.1K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.57K+ 7.13% |
$130K - $142K
|
98.7K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.05K+ 7.92% |
$120K - $130K
|
82.5K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.16K+ 1.3% |
$102K - $111K
|
402K
$8.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76KNew |
$74.4K - $80.9K
|
3.76K
$76.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.25KNew |
$64.4K - $70K
|
3.25K
$65.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 4.41% |
$35.2K - $38.3K
|
42.1K
$852K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.03K+ 0.76% |
$20.5K - $22.3K
|
138K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
937+ 6.65% |
$18.6K - $20.2K
|
15K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
479+ 332.64% |
$9.49K - $10.3K
|
623
$12.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
358+ 3.25% |
$7.1K - $7.71K
|
11.4K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
254+ 1.5% |
$5.03K - $5.47K
|
17.2K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
245+ 1.48% |
$4.86K - $5.28K
|
16.8K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
175+ 4.55% |
$3.47K - $3.77K
|
4.03K
$81.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
161+ 171.28% |
$3.19K - $3.47K
|
255
$5.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
128+ 1.42% |
$2.54K - $2.76K
|
9.17K
$186K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
117New |
$2.32K - $2.52K
|
117
$2.37K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
115+ 0.88% |
$2.28K - $2.48K
|
13.3K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
90+ 1285.71% |
$1.78K - $1.94K
|
97
$1.96K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 5.51% |
$1.39K - $1.51K
|
1.34K
$27.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48+ 36.36% |
$951 - $1.03K
|
180
$3.65K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 21.84% |
$892 - $970
|
251
$5.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 1.65% |
$377 - $409
|
1.17K
$23.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17New |
$337 - $366
|
17
$344
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
17New |
$337 - $366
|
17
$344
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.56% |
$19.8 - $21.6
|
65
$1.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.56% |
$19.8 - $21.6
|
40
$810
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-34- 26.56% |
$674 - $733
|
94
$1.9K
|
|
|
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
$2.55K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-213- 0.8% |
$4.22K - $4.59K
|
26.3K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-611- 34.78% |
$12.1K - $13.2K
|
1.15K
$23.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-646- 1.78% |
$12.8K - $13.9K
|
35.7K
$723K
|
|
|
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
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.05K- 3.89% |
$20.8K - $22.6K
|
25.9K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.07K- 19.87% |
$21.2K - $23.1K
|
4.31K
$87.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.15K- 2.45% |
$22.8K - $24.8K
|
45.9K
$930K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-4.14K- 25.82% |
$82.1K - $89.3K
|
11.9K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.45K- 14.67% |
$128K - $139K
|
37.5K
$760K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.87K- 13.04% |
$156K - $170K
|
52.5K
$1.06M
|