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 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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

SWM

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

BerganKDV Wealth Management's PCY Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2020, closing a stake of 923 shares — an estimated $22K sold.

BerganKDV Wealth Management first reported a position in PCY in Q4 2018 and held it in 6 quarters. The position peaked at $22K in Q1 2020. 198 funds tracked by Wall St. Rank hold PCY as of Q2 2020.

BerganKDV Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 923 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2020, an estimated $22K.
BerganKDV Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $22K in Q1 2020.
198 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.