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

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