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Claris Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Claris 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
2024
Q4 		– Sell
-7
Closed -$151 – 846
2024
Q3 		$151 Buy
+7
New +$146 ﹤0.01% 1044

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Claris Advisors's PCY Position: Q4 2024 in Review

Claris Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2024, closing a stake of 7 shares — an estimated $151 sold.

Claris Advisors first reported a position in PCY in Q3 2024 and held it in 1 quarter. The position peaked at $151 in Q3 2024. 186 funds tracked by Wall St. Rank hold PCY as of Q4 2024.

  • Claris Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 7 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2024, an estimated $151.
  • Claris Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $151 in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.