Concord Wealth Partners’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Concord Wealth Partners’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
2026 Q2	$34.2K	Buy	+1,578	New	+$33.9K	﹤0.01%	416
2026 Q1	–	Sell	-2,524	Closed	-$54.7K	–	620
2025 Q4	$54.7K	Hold	2,524	–	–	0.01%	315
2025 Q3	$54.4K	Sell	2,524 -493	-16%	-$10.3K	0.01%	324
2025 Q2	$61.6K	Sell	3,017 -213	-7%	-$4.21K	0.01%	322
2025 Q1	$65.1K	Sell	3,230 -1,084	-25%	-$21.9K	0.01%	286
2024 Q4	$85.5K	Sell	4,314 -1,070	-20%	-$22.1K	0.01%	267
2024 Q3	$116K	Buy	5,384 +540	+11%	+$11.2K	0.02%	247
2024 Q2	$96.9K	Hold	4,844	–	–	0.02%	246
2024 Q1	$99.1K	Buy	4,844 +4,758	+5,533%	+$95.8K	0.02%	272
2023 Q4	$1.77K	Sell	86 -158	-65%	-$2.99K	﹤0.01%	724
2023 Q3	$4.46K	Hold	244	–	–	﹤0.01%	737
2023 Q2	$4.76K	Hold	244	–	–	﹤0.01%	714
2023 Q1	$4.68K	Hold	244	–	–	﹤0.01%	680
2022 Q4	$4.55K	Buy	+244	New	+$4.41K	﹤0.01%	784
2022 Q3	–	Sell	-244	Closed	-$5K	–	836
2022 Q2	$5K	Hold	244	–	–	﹤0.01%	829
2022 Q1	$6K	Hold	244	–	–	﹤0.01%	878
2021 Q4	$6K	Hold	244	–	–	﹤0.01%	910
2021 Q3	$7K	Sell	244 -160	-40%	-$4.4K	﹤0.01%	534
2021 Q2	$11K	Hold	404	–	–	﹤0.01%	616
2021 Q1	$11K	Buy	404 +318	+370%	+$8.81K	﹤0.01%	573
2020 Q4	$2K	Buy	+86	New	+$2.4K	﹤0.01%	556

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concord Wealth Partners's PCY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2026: 1,578 shares worth $34.2K. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PCY as recently as Q4 2025.

Concord Wealth Partners first reported a position in PCY in Q4 2020 and has held it in 21 quarters since. The position peaked at $116K in Q3 2024. 187 funds tracked by Wall St. Rank hold PCY as of Q2 2026.

Concord Wealth Partners held 1,578 shares of Invesco Emerging Markets Sovereign Debt ETF worth $34.2K as of Q2 2026.
Invesco Emerging Markets Sovereign Debt ETF was a new Concord Wealth Partners position in Q2 2026.
Invesco Emerging Markets Sovereign Debt ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #416 holding.
Concord Wealth Partners first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Invesco Emerging Markets Sovereign Debt ETF position peaked at $116K in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.