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

BKM 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
2024
Q1 		– Sell
-1,790
Closed -$36.9K – 443
2023
Q4 		$36.9K Buy
+1,790
New +$33.8K 0.02% 291

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BKM Wealth Management's PCY Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2024, closing a stake of 1,790 shares — an estimated $36.9K sold.

BKM Wealth Management first reported a position in PCY in Q4 2023 and held it in 1 quarter. The position peaked at $36.9K in Q4 2023. 196 funds tracked by Wall St. Rank hold PCY as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,790 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2024, an estimated $36.9K.
  • BKM Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $36.9K in Q4 2023.
  • 196 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.