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

Apollon 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
2024 Q4	–	Sell	-10,591	Closed	-$228K	–	1253
2024 Q3	$228K	Sell	10,591 -1,345,027	-99%	-$28M	0.01%	1020
2024 Q2	$27.1M	Buy	1,355,618 +16,998	+1%	+$343K	0.83%	22
2024 Q1	$27.4M	Buy	+1,338,620	New	+$27M	0.86%	21
2020 Q3	–	Sell	-6,206	Closed	-$166K	–	537
2020 Q2	$166K	Sell	6,206 -3,186	-34%	-$80.4K	0.09%	131
2020 Q1	$225K	Sell	9,392 -34,179	-78%	-$960K	0.23%	53
2019 Q4	$1.29M	Buy	43,571 +2,703	+7%	+$78.7K	1.14%	22
2019 Q3	$1.19M	Buy	40,868 +5,857	+17%	+$172K	1.25%	19
2019 Q2	$1.02M	Buy	35,011 +5,886	+20%	+$166K	1.17%	21
2019 Q1	$816K	Buy	+29,125	New	+$797K	1.08%	22

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Apollon Wealth Management's PCY Position: Q4 2024 in Review

Apollon Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2024, closing a stake of 10,591 shares — an estimated $228K sold.

Apollon Wealth Management first reported a position in PCY in Q1 2019 and held it in 9 quarters. The position peaked at $27.4M in Q1 2024. 186 funds tracked by Wall St. Rank hold PCY as of Q4 2024.

Apollon Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2024 after selling out during the quarter.
Apollon Wealth Management sold 10,591 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2024, an estimated $228K.
Apollon Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2019 and held it in 9 quarters.
Apollon Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $27.4M in Q1 2024.
186 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.