AWM
PCY icon

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

Ameliora 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
Q4 		– Sell
-2,506
Closed -$45.8K – 215
2023
Q3 		$45.8K Buy
+2,506
New +$48.1K 0.03% 124

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Ameliora Wealth Management's PCY Position: Q4 2023 in Review

Ameliora Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2023, closing a stake of 2,506 shares — an estimated $45.8K sold.

Ameliora Wealth Management first reported a position in PCY in Q3 2023 and held it in 1 quarter. The position peaked at $45.8K in Q3 2023. 202 funds tracked by Wall St. Rank hold PCY as of Q4 2023.

  • Ameliora Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 2,506 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2023, an estimated $45.8K.
  • Ameliora Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2023 and held it in 1 quarter.
  • Ameliora Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $45.8K in Q3 2023.
  • 202 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.