Annex Advisory Services
PCY icon

Annex Advisory Services’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Annex Advisory Services’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
2026
Q3 		$1.21M Sell
60,676
-4,153,600
-99% -$87.3M 0.02% 192
2026
Q2 		$91.2M Buy
4,214,276
+211,608
+5% +$4.55M 1.56% 15
2026
Q1 		$83.7M Buy
+4,002,668
New +$86.2M 1.57% 17
2025
Q2 		– Sell
-10,639
Closed -$215K – 335
2025
Q1 		$215K Sell
10,639
-7,614
-42% -$154K 0.01% 284
2024
Q4 		$362K Sell
18,253
-10,572
-37% -$218K 0.01% 237
2024
Q3 		$620K Sell
28,825
-2,275
-7% -$47.3K 0.02% 175
2024
Q2 		$622K Sell
31,100
-2,721
-8% -$54.9K 0.02% 167
2024
Q1 		$692K Sell
33,821
-3,011
-8% -$60.7K 0.02% 155
2023
Q4 		$759K Sell
36,832
-4,021
-10% -$76K 0.03% 142
2023
Q3 		$746K Sell
40,853
-344
-0.8% -$6.6K 0.05% 123
2023
Q2 		$803K Sell
41,197
-3,800
-8% -$72.5K 0.04% 118
2023
Q1 		$863K Sell
44,997
-21,555
-32% -$415K 0.05% 114
2022
Q4 		$1.24M Sell
66,552
-16,747
-20% -$303K 0.07% 105
2022
Q3 		$1.41M Sell
83,299
-3,018
-3% -$56.4K 0.1% 103
2022
Q2 		$1.6M Sell
86,317
-11,522
-12% -$234K 0.12% 105
2022
Q1 		$2.21M Sell
97,839
-7,190
-7% -$171K 0.16% 88
2021
Q4 		$2.77M Sell
105,029
-18,945
-15% -$501K 0.19% 79
2021
Q3 		$3.31M Sell
123,974
-803
-0.6% -$22.1K 0.27% 67
2021
Q2 		$3.45M Buy
124,777
+8,837
+8% +$243K 0.28% 63
2021
Q1 		$3.1M Sell
115,940
-46
-0% -$1.28K 0.3% 59
2020
Q4 		$3.34M Buy
+115,986
New +$3.24M 0.33% 50

Other funds holding PCY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFS
Fortress Financial Solutions Tucson, Arizona $118M AUM
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Annex Advisory Services's PCY Position: Q3 2026 in Review

Annex Advisory Services reduced its Invesco Emerging Markets Sovereign Debt ETF (PCY) stake by 99% in Q3 2026, selling an estimated $87.3M and leaving 60,676 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #192.

Annex Advisory Services first reported a position in PCY in Q4 2020 and has held it in 21 quarters since. The position peaked at $91.2M in Q2 2026. 29 funds tracked by Wall St. Rank hold PCY as of Q3 2026.

  • Annex Advisory Services held 60,676 shares of Invesco Emerging Markets Sovereign Debt ETF worth $1.21M as of Q3 2026.
  • Annex Advisory Services sold 4,153,600 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2026, an estimated $87.3M.
  • Invesco Emerging Markets Sovereign Debt ETF made up 0.02% of Annex Advisory Services's portfolio in Q3 2026, its #192 holding.
  • Annex Advisory Services first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2020 and has held it in 21 quarters since.
  • Annex Advisory Services's Invesco Emerging Markets Sovereign Debt ETF position peaked at $91.2M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.