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

Concurrent Investment 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
2026
Q1 		$1.24M Buy
59,565
+26,538
+80% +$572K 0.01% 795
2025
Q4 		$715K Buy
33,027
+8,357
+34% +$182K 0.01% 984
2025
Q3 		$532K Buy
24,670
+104
+0.4% +$2.17K 0.01% 893
2025
Q2 		$502K Buy
24,566
+3,373
+16% +$66.7K 0.01% 844
2025
Q1 		$427K Sell
21,193
-20,868
-50% -$422K 0.01% 791
2024
Q4 		$834K Buy
42,061
+1,776
+4% +$36.7K 0.02% 533
2024
Q3 		$866K Buy
40,285
+29,928
+289% +$623K 0.03% 500
2024
Q2 		$207K Buy
+10,357
New +$209K 0.01% 868

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 $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return