BWP
PCY icon

Baldwin Wealth Partners’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Baldwin Wealth Partners’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
2022
Q3 		– Sell
-193
Closed -$4K – 695
2022
Q2 		$4K Hold
193
– – ﹤0.01% 610
2022
Q1 		$4K Buy
+193
New +$4.6K ﹤0.01% 618

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Baldwin Wealth Partners's PCY Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2022, closing a stake of 193 shares — an estimated $4K sold.

Baldwin Wealth Partners first reported a position in PCY in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 192 funds tracked by Wall St. Rank hold PCY as of Q3 2022.

  • Baldwin Wealth Partners reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 193 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2022, an estimated $4K.
  • Baldwin Wealth Partners first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2022 and held it in 2 quarters.
  • Baldwin Wealth Partners's Invesco Emerging Markets Sovereign Debt ETF position peaked at $4K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.