EWA
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EverSource Wealth Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

EverSource Wealth Advisors’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 		$14.2K Sell
681
-102
-13% -$2.2K ﹤0.01% 2725
2025
Q4 		$17K Sell
783
-308
-28% -$6.7K ﹤0.01% 2493
2025
Q3 		$23.5K Buy
+1,091
New +$22.8K ﹤0.01% 2254
2023
Q3 		– Sell
-444
Closed -$8.65K – 2632
2023
Q2 		$8.65K Sell
444
-403
-48% -$7.69K ﹤0.01% 1498
2023
Q1 		$16.2K Buy
847
+444
+110% +$8.55K ﹤0.01% 1160
2022
Q4 		$7.52K Hold
403
– – ﹤0.01% 1443
2022
Q3 		$7K Buy
+403
New +$7.54K ﹤0.01% 1250
2022
Q2 		– Sell
-498
Closed -$10.1K – 1848
2022
Q1 		$11K Buy
+498
New +$11.9K ﹤0.01% 940

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return