CWM
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C2C Wealth Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

C2C 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
Q2 		– Sell
-10,265
Closed -$210K – 86
2024
Q1 		$210K Sell
10,265
-489
-5% -$9.85K 0.21% 80
2023
Q4 		$223K Sell
10,754
-697
-6% -$13.2K 0.19% 99
2023
Q3 		$207K Sell
11,451
-250
-2% -$4.8K 0.03% 222
2023
Q2 		$230K Sell
11,701
-955
-8% -$18.2K 0.03% 224
2023
Q1 		$243K Sell
12,656
-5,767
-31% -$111K 0.04% 212
2022
Q4 		$367K Sell
18,423
-1,810
-9% -$32.7K 0.06% 123
2022
Q3 		$359K Buy
20,233
+92
+0.5% +$1.72K 0.07% 124
2022
Q2 		$362K Sell
20,141
-297
-1% -$6.02K 0.07% 130
2022
Q1 		$433K Sell
20,438
-361
-2% -$8.6K 0.07% 129
2021
Q4 		$548K Buy
+20,799
New +$550K 0.08% 119

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 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 $59.6B AUM 29.42% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return