Evergreen Capital Management
PCY icon

Evergreen Capital Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Evergreen Capital 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
Q3 		$5.22M Sell
262,694
-3,983
-1% -$83.7K 0.09% 202
2026
Q2 		$5.77M Sell
266,677
-4,938
-2% -$106K 0.1% 189
2026
Q1 		$5.68M Sell
271,615
-2,074
-0.8% -$44.7K 0.12% 174
2025
Q4 		$5.93M Sell
273,689
-10,348
-4% -$225K 0.13% 165
2025
Q3 		$6.12M Sell
284,037
-2,728
-1% -$57K 0.15% 156
2025
Q2 		$5.86M Sell
286,765
-1,602
-0.6% -$31.7K 0.18% 145
2025
Q1 		$5.82M Sell
288,367
-6,414
-2% -$130K 0.2% 142
2024
Q4 		$5.84M Buy
294,781
+6,407
+2% +$132K 0.19% 135
2024
Q3 		$6.2M Sell
288,374
-3,953
-1% -$82.2K 0.21% 133
2024
Q2 		$5.85M Buy
+292,327
New +$5.9M 0.21% 130
2024
Q1 		– Sell
-300,155
Closed -$6.19M – 910
2023
Q4 		$6.19M Buy
+300,155
New +$5.67M 0.25% 117
2023
Q3 		– Sell
-299,206
Closed -$5.83M – 836
2023
Q2 		$5.83M Sell
299,206
-10,000
-3% -$191K 0.24% 121
2023
Q1 		$5.93M Sell
309,206
-5,044
-2% -$97.2K 0.27% 112
2022
Q4 		$5.87M Buy
314,250
+244,740
+352% +$4.42M 0.28% 107
2022
Q3 		$1.18M Buy
+69,510
New +$1.3M 0.06% 250

Other funds holding PCY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Fortress Financial Solutions
Fortress Financial Solutions Tucson, Arizona $118M AUM
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Evergreen Capital Management's PCY Position: Q3 2026 in Review

Evergreen Capital Management reduced its Invesco Emerging Markets Sovereign Debt ETF (PCY) stake by 1.5% in Q3 2026, selling an estimated $83.7K and leaving 262,694 shares worth $5.22M. The position accounts for 0.09% of the portfolio, ranked #202.

Evergreen Capital Management first reported a position in PCY in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.2M in Q3 2024. 51 funds tracked by Wall St. Rank hold PCY as of Q3 2026.

  • Evergreen Capital Management held 262,694 shares of Invesco Emerging Markets Sovereign Debt ETF worth $5.22M as of Q3 2026.
  • Evergreen Capital Management sold 3,983 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2026, an estimated $83.7K.
  • Invesco Emerging Markets Sovereign Debt ETF made up 0.09% of Evergreen Capital Management's portfolio in Q3 2026, its #202 holding.
  • Evergreen Capital Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2022 and has held it in 15 quarters since.
  • Evergreen Capital Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $6.2M in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.