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

Baystate 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 		$117 Sell
5
-116
-96% -$2.19K ﹤0.01% 1288
2023
Q3 		$2.22K Sell
121
-1,318
-92% -$25.3K ﹤0.01% 786
2023
Q2 		$28.1K Buy
+1,439
New +$27.5K ﹤0.01% 411
2022
Q1 		– Sell
-421
Closed -$11K – 926
2021
Q4 		$11K Sell
421
-154
-27% -$4.07K ﹤0.01% 563
2021
Q3 		$15K Buy
575
+500
+667% +$13.8K ﹤0.01% 476
2021
Q2 		$2K Buy
+75
New +$2.06K ﹤0.01% 666
2019
Q2 		– Sell
-60
Closed -$2K – 674
2019
Q1 		$2K Buy
+60
New +$1.64K ﹤0.01% 517

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 $564B 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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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