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Carolinas Wealth Consulting’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Carolinas Wealth Consulting’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
2023
Q4 		– Sell
-13
Closed -$233 – 1033
2023
Q3 		$233 Buy
+13
New +$250 ﹤0.01% 992

Other funds holding PCY

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Carolinas Wealth Consulting's PCY Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2023, closing a stake of 13 shares — an estimated $233 sold.

Carolinas Wealth Consulting first reported a position in PCY in Q3 2023 and held it in 1 quarter. The position peaked at $233 in Q3 2023. 202 funds tracked by Wall St. Rank hold PCY as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 13 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2023, an estimated $233.
  • Carolinas Wealth Consulting first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco Emerging Markets Sovereign Debt ETF position peaked at $233 in Q3 2023.
  • 202 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.