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

Curi 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
2022 Q3	–	Sell	-28	Closed	-$1K	–	556
2022 Q2	$1K	Buy	28 +1	+4%	+$20	﹤0.01%	588
2022 Q1	$0	Buy	27 +1	+4%	+$24	﹤0.01%	613
2021 Q4	$0	Buy	+26	New	+$688	﹤0.01%	574
2021 Q1	–	Sell	-25	Closed	–	–	376
2020 Q4	$0	Buy	+25	New	+$698	﹤0.01%	484

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

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Curi Wealth Management's PCY Position: Q3 2022 in Review

Curi Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2022, closing a stake of 28 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in PCY in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 192 funds tracked by Wall St. Rank hold PCY as of Q3 2022.

Curi Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 28 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $1K in Q2 2022.
192 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.