CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 Q1	–	Sell	-79,580	Closed	-$1.49M	–	201
2022 Q4	$1.49M	Buy	+79,580	New	+$1.44M	0.06%	120
2022 Q3	–	Sell	-38,314	Closed	-$710K	–	140
2022 Q2	$710K	Sell	38,314 -29,360	-43%	-$595K	0.03%	147
2022 Q1	$1.53M	Buy	67,674 +56,953	+531%	+$1.36M	0.05%	120
2021 Q4	$282K	Buy	+10,721	New	+$284K	0.01%	171
2019 Q1	–	Sell	-65,795	Closed	-$1.74M	–	131
2018 Q4	$1.74M	Buy	+65,795	New	+$1.73M	0.17%	77

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PCY Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2023, closing a stake of 79,580 shares — an estimated $1.49M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PCY in Q4 2018 and held it in 5 quarters. The position peaked at $1.74M in Q4 2018. 197 funds tracked by Wall St. Rank hold PCY as of Q1 2023.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2023 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 79,580 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2023, an estimated $1.49M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2018 and held it in 5 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $1.74M in Q4 2018.
197 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.