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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return