Acorn Wealth Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Acorn Wealth Advisors’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
2022 Q2	–	Sell	-13,714	Closed	-$310K	–	177
2022 Q1	$310K	Hold	13,714	–	–	0.21%	118
2021 Q4	$361K	Sell	13,714 -716	-5%	-$18.9K	0.23%	107
2021 Q3	$385K	Hold	14,430	–	–	0.27%	94
2021 Q2	$399K	Hold	14,430	–	–	0.28%	85
2021 Q1	$386K	Hold	14,430	–	–	0.28%	88
2020 Q4	$416K	Buy	14,430 +478	+3%	+$13.3K	0.33%	72
2020 Q3	$378K	Buy	13,952 +365	+3%	+$10.1K	0.33%	65
2020 Q2	$364K	Sell	13,587 -79	-0.6%	-$2K	0.34%	59
2020 Q1	$324K	Hold	13,666	–	–	0.36%	57
2019 Q4	$404K	Hold	13,666	–	–	0.34%	61
2019 Q3	$394K	Sell	13,666 -24	-0.2%	-$705	0.34%	59
2019 Q2	$400K	Buy	13,690 +645	+5%	+$18.1K	0.37%	57
2019 Q1	$365K	Buy	13,045 +1,801	+16%	+$49.3K	0.33%	63
2018 Q4	$302K	Sell	11,244 -119	-1%	-$3.13K	0.31%	65
2018 Q3	$298K	Sell	11,363 -336	-3%	-$9.06K	0.29%	81
2018 Q2	$310K	Hold	11,699	–	–	0.26%	77
2018 Q1	$322K	Buy	11,699 +560	+5%	+$16.1K	0.28%	64
2017 Q4	$330K	Buy	+11,139	New	+$329K	0.3%	61

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Acorn Wealth Advisors's PCY Position: Q2 2022 in Review

Acorn Wealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2022, closing a stake of 13,714 shares — an estimated $310K sold.

Acorn Wealth Advisors first reported a position in PCY in Q4 2017 and held it in 18 quarters. The position peaked at $416K in Q4 2020. 207 funds tracked by Wall St. Rank hold PCY as of Q2 2022.

Acorn Wealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2022 after selling out during the quarter.
Acorn Wealth Advisors sold 13,714 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2022, an estimated $310K.
Acorn Wealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2017 and held it in 18 quarters.
Acorn Wealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $416K in Q4 2020.
207 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2022.

Based on Acorn Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.