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

Aletheian 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
2023 Q1	–	Sell	-13,972	Closed	-$261K	–	77
2022 Q4	$261K	Sell	13,972 -5,706	-29%	-$103K	0.23%	69
2022 Q3	$333K	Buy	19,678 +4,003	+26%	+$74.8K	0.38%	39
2022 Q2	$290K	Sell	15,675 -1,046	-6%	-$21.2K	0.29%	45
2022 Q1	$378K	Buy	+16,721	New	+$398K	0.36%	45

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

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

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

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

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 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

Aletheian Wealth Advisors's PCY Position: Q1 2023 in Review

Aletheian Wealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2023, closing a stake of 13,972 shares — an estimated $261K sold.

Aletheian Wealth Advisors first reported a position in PCY in Q1 2022 and held it in 4 quarters. The position peaked at $378K in Q1 2022. 197 funds tracked by Wall St. Rank hold PCY as of Q1 2023.

Aletheian Wealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2023 after selling out during the quarter.
Aletheian Wealth Advisors sold 13,972 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2023, an estimated $261K.
Aletheian Wealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2022 and held it in 4 quarters.
Aletheian Wealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $378K in Q1 2022.
197 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2023.

Based on Aletheian Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.