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Abound Wealth Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Abound Wealth Management’s Portfolio PCY Stock Details PCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33
Closed -$623 – 742
2022
Q4 		$623 Buy
+33
New +$597 ﹤0.01% 647

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Abound Wealth Management's PCY Position: Q1 2023 in Review

Abound Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2023, closing a stake of 33 shares — an estimated $623 sold.

Abound Wealth Management first reported a position in PCY in Q4 2022 and held it in 1 quarter. The position peaked at $623 in Q4 2022. 197 funds tracked by Wall St. Rank hold PCY as of Q1 2023.

  • Abound Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2023 after selling out during the quarter.
  • Abound Wealth Management sold 33 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2023, an estimated $623.
  • Abound Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2022 and held it in 1 quarter.
  • Abound Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $623 in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2023.

Based on Abound Wealth Management's 13F filing for Q1 2023, filed 7 Aug 2024.