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Carl Stuart Investment Advisor’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Carl Stuart Investment Advisor’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
2022
Q2 		– Sell
-2,800
Closed -$63.3K – 77
2022
Q1 		$63.3K Buy
+2,800
New +$66.7K 0.05% 60

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Carl Stuart Investment Advisor's PCY Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2022, closing a stake of 2,800 shares — an estimated $63.3K sold.

Carl Stuart Investment Advisor first reported a position in PCY in Q1 2022 and held it in 1 quarter. The position peaked at $63.3K in Q1 2022. 207 funds tracked by Wall St. Rank hold PCY as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 2,800 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2022, an estimated $63.3K.
  • Carl Stuart Investment Advisor first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Invesco Emerging Markets Sovereign Debt ETF position peaked at $63.3K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.