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

BerganKDV 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
2020
Q2 		– Sell
-923
Closed -$22K – 1053
2020
Q1 		$22K Buy
923
+735
+391% +$20.7K ﹤0.01% 414
2019
Q4 		$6K Hold
188
– – ﹤0.01% 597
2019
Q3 		$5K Hold
188
– – ﹤0.01% 561
2019
Q2 		$5K Hold
188
– – ﹤0.01% 586
2019
Q1 		$5K Hold
188
– – ﹤0.01% 590
2018
Q4 		$5K Buy
+188
New +$4.94K ﹤0.01% 549

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return