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

Endowment 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
2026 Q1	$1.58M	Buy	75,810 +13,562	+22%	+$292K	0.7%	38
2025 Q4	$1.35M	Sell	62,248 -1,776	-3%	-$38.6K	0.62%	43
2025 Q3	$1.38M	Buy	64,024 +12,696	+25%	+$265K	0.63%	46
2025 Q2	$1.05M	Buy	51,328 +5,878	+13%	+$116K	0.54%	51
2025 Q1	$917K	Buy	45,450 +7,156	+19%	+$145K	0.59%	51
2024 Q4	$759K	Buy	38,294 +7,254	+23%	+$150K	0.51%	51
2024 Q3	$667K	Buy	31,040 +762	+3%	+$15.8K	0.44%	56
2024 Q2	$606K	Buy	30,278 +709	+2%	+$14.3K	0.44%	58
2024 Q1	$605K	Buy	29,569 +2,361	+9%	+$47.6K	0.45%	54
2023 Q4	$561K	Buy	27,208 +449	+2%	+$8.49K	0.47%	52
2023 Q3	$489K	Buy	26,759 +4,257	+19%	+$81.7K	0.44%	60
2023 Q2	$439K	Buy	22,502 +1,322	+6%	+$25.2K	0.4%	65
2023 Q1	$406K	Buy	21,180 +3,750	+22%	+$72.2K	0.41%	66
2022 Q4	$325K	Buy	17,430 +3,167	+22%	+$57.3K	0.36%	66
2022 Q3	$242K	Buy	14,263 +2,064	+17%	+$38.6K	0.29%	89
2022 Q2	$226K	Buy	12,199 +2,942	+32%	+$59.6K	0.27%	95
2022 Q1	$209K	Buy	9,257 +1,166	+14%	+$27.8K	0.22%	109
2021 Q4	$213K	Buy	+8,091	New	+$214K	0.22%	106

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Endowment Wealth Management's PCY Position: Q1 2026 in Review

Endowment Wealth Management increased its Invesco Emerging Markets Sovereign Debt ETF (PCY) stake by 22% in Q1 2026, buying an estimated $292K and bringing the position to 75,810 shares worth $1.58M. The position accounts for 0.7% of the portfolio, ranked #38.

Endowment Wealth Management first reported a position in PCY in Q4 2021 and has held it in 18 quarters since. 192 funds tracked by Wall St. Rank hold PCY as of Q1 2026.

Endowment Wealth Management held 75,810 shares of Invesco Emerging Markets Sovereign Debt ETF worth $1.58M as of Q1 2026.
Endowment Wealth Management bought 13,562 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2026, an estimated $292K.
Invesco Emerging Markets Sovereign Debt ETF made up 0.7% of Endowment Wealth Management's portfolio in Q1 2026, its #38 holding.
Endowment Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2021 and has held it in 18 quarters since.
192 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.