Blue Bell Private Wealth Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Blue Bell Private 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	-896	Closed	-$18.5K	–	744
2023 Q4	$18.5K	Buy	896 +788	+730%	+$14.9K	﹤0.01%	438
2023 Q3	$1.97K	Hold	108	–	–	﹤0.01%	573
2023 Q2	$2.1K	Buy	+108	New	+$2.06K	﹤0.01%	579

Other funds holding PCY

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

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

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

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Bell Private Wealth Management's PCY Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2024, closing a stake of 896 shares — an estimated $18.5K sold.

Blue Bell Private Wealth Management first reported a position in PCY in Q2 2023 and held it in 3 quarters. The position peaked at $18.5K in Q4 2023. 196 funds tracked by Wall St. Rank hold PCY as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 896 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2024, an estimated $18.5K.
Blue Bell Private Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2023 and held it in 3 quarters.
Blue Bell Private Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $18.5K in Q4 2023.
196 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.