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

Bison Wealth’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	-717	Closed	-$19K	–	434
2021 Q3	$19K	Hold	717	–	–	0.01%	376
2021 Q2	$20K	Hold	717	–	–	0.01%	366
2021 Q1	$19K	Hold	717	–	–	0.01%	370
2020 Q4	$21K	Hold	717	–	–	0.01%	328
2020 Q3	$19K	Hold	717	–	–	0.01%	292
2020 Q2	$19K	Hold	717	–	–	0.01%	289
2020 Q1	$17K	Hold	717	–	–	0.01%	281
2019 Q4	$21K	Buy	+717	New	+$20.9K	0.01%	333
2016 Q3	–	Sell	-18,333	Closed	-$540K	–	195
2016 Q2	$540K	Sell	18,333 -131	-0.7%	-$3.75K	0.32%	94
2016 Q1	$520K	Buy	+18,464	New	+$506K	0.33%	91

Other funds holding PCY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return