Congress Wealth Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Congress Wealth Management’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
2025 Q2	$412K	Sell	20,186 -637	-3%	-$12.6K	﹤0.01%	981
2025 Q1	$18.6K	Sell	20,823 -487	-2%	-$9.85K	﹤0.01%	1061
2024 Q4	$422K	Buy	21,310 +217	+1%	+$4.48K	0.01%	679
2024 Q3	$453K	Sell	21,093 -149	-0.7%	-$3.1K	0.01%	652
2024 Q2	$425K	Buy	+21,242	New	+$429K	0.01%	556
2023 Q4	–	Sell	-28,480	Closed	-$520K	–	652
2023 Q3	$520K	Sell	28,480 -23,211	-45%	-$445K	0.01%	453
2023 Q2	$1.01M	Sell	51,691 -1,361	-3%	-$26K	0.02%	339
2023 Q1	$1.02M	Sell	53,052 -255	-0.5%	-$4.91K	0.02%	334
2022 Q4	$995K	Sell	53,307 -1,708	-3%	-$30.9K	0.03%	338
2022 Q3	$931K	Sell	55,015 -2,087	-4%	-$39K	0.03%	338
2022 Q2	$1.06M	Buy	57,102 +863	+2%	+$17.5K	0.03%	327
2022 Q1	$1.27M	Sell	56,239 -2,982	-5%	-$71K	0.03%	326
2021 Q4	$1.56M	Buy	+59,221	New	+$1.57M	0.03%	326

Other funds holding PCY

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

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

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Congress Wealth Management's PCY Position: Q2 2025 in Review

Congress Wealth Management reduced its Invesco Emerging Markets Sovereign Debt ETF (PCY) stake by 3.1% in Q2 2025, selling an estimated $12.6K and leaving 20,186 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Congress Wealth Management first reported a position in PCY in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.56M in Q4 2021. 181 funds tracked by Wall St. Rank hold PCY as of Q2 2025.

Congress Wealth Management held 20,186 shares of Invesco Emerging Markets Sovereign Debt ETF worth $412K as of Q2 2025.
Congress Wealth Management sold 637 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2025, an estimated $12.6K.
Invesco Emerging Markets Sovereign Debt ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #981 holding.
Congress Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $1.56M in Q4 2021.
181 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.