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

Cornerstone 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
2021
Q4 		– Sell
-14,766
Closed -$394K – 517
2021
Q3 		$394K Sell
14,766
-10,500
-42% -$289K 0.04% 311
2021
Q2 		$698K Sell
25,266
-405
-2% -$11.1K 0.07% 232
2021
Q1 		$687K Buy
25,671
+3,138
+14% +$87K 0.08% 220
2020
Q4 		$650K Buy
22,533
+764
+4% +$21.3K 0.08% 208
2020
Q3 		$590K Buy
21,769
+1,534
+8% +$42.4K 0.09% 198
2020
Q2 		$542K Buy
20,235
+4,062
+25% +$103K 0.09% 204
2020
Q1 		$387K Buy
16,173
+3,076
+23% +$86.4K 0.07% 228
2019
Q4 		$387K Buy
+13,097
New +$381K 0.06% 237
2016
Q1 		$449K Buy
+15,705
New +$430K 0.35% 52

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return