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

Arkadios 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
2021 Q4	–	Sell	-733	Closed	-$19K	–	1414
2021 Q3	$19K	Hold	733	–	–	﹤0.01%	1235
2021 Q2	$20K	Hold	733	–	–	﹤0.01%	1295
2021 Q1	$19K	Buy	+733	New	+$20.3K	﹤0.01%	985
2020 Q2	–	Sell	-248	Closed	-$5.93K	–	1089
2020 Q1	$5.93K	Sell	248 -4,338	-95%	-$122K	﹤0.01%	751
2019 Q4	$138K	Buy	+4,586	New	+$133K	0.08%	193

Other funds holding PCY

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

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

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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.24B AUM 8.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Arkadios Wealth Advisors's PCY Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2021, closing a stake of 733 shares — an estimated $19K sold.

Arkadios Wealth Advisors first reported a position in PCY in Q4 2019 and held it in 5 quarters. The position peaked at $138K in Q4 2019. 257 funds tracked by Wall St. Rank hold PCY as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 733 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2021, an estimated $19K.
Arkadios Wealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2019 and held it in 5 quarters.
Arkadios Wealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $138K in Q4 2019.
257 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.