CTFG
PCY icon

Capstone Triton Financial Group’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Capstone Triton Financial Group’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
Q3 		– Sell
-9,465
Closed -$261K – 123
2021
Q2 		$261K Sell
9,465
-160
-2% -$4.39K 0.16% 101
2021
Q1 		$258K Buy
9,625
+2,312
+32% +$64.1K 0.17% 93
2020
Q4 		$211K Buy
+7,313
New +$204K 0.13% 105

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Capstone Triton Financial Group's PCY Position: Q3 2021 in Review

Capstone Triton Financial Group sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2021, closing a stake of 9,465 shares — an estimated $261K sold.

Capstone Triton Financial Group first reported a position in PCY in Q4 2020 and held it in 3 quarters. The position peaked at $261K in Q2 2021. 217 funds tracked by Wall St. Rank hold PCY as of Q3 2021.

  • Capstone Triton Financial Group reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 9,465 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2021, an estimated $261K.
  • Capstone Triton Financial Group first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2020 and held it in 3 quarters.
  • Capstone Triton Financial Group's Invesco Emerging Markets Sovereign Debt ETF position peaked at $261K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2021.

Based on Capstone Triton Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.