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

Evolution 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
2022 Q1	–	Sell	-8,390	Closed	-$221K	–	140
2021 Q4	$221K	Sell	8,390 -2,080	-20%	-$55K	0.03%	122
2021 Q3	$279K	Hold	10,470	–	–	0.06%	86
2021 Q2	$289K	Hold	10,470	–	–	0.06%	90
2021 Q1	$280K	Buy	10,470 +9,160	+699%	+$254K	0.06%	89
2020 Q4	$38K	Buy	1,310 +360	+38%	+$10.1K	0.01%	202
2020 Q3	$26K	Sell	950 -516	-35%	-$14.3K	0.01%	246
2020 Q2	$39K	Sell	1,466 -434	-23%	-$11K	0.01%	157
2020 Q1	$45K	Sell	1,900 -2,472	-57%	-$69.5K	0.02%	117
2019 Q4	$129K	Buy	+4,372	New	+$127K	0.03%	93

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CPO

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Evolution Wealth Advisors's PCY Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2022, closing a stake of 8,390 shares — an estimated $221K sold.

Evolution Wealth Advisors first reported a position in PCY in Q4 2019 and held it in 9 quarters. The position peaked at $289K in Q2 2021. 231 funds tracked by Wall St. Rank hold PCY as of Q1 2022.

Evolution Wealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2022 after selling out during the quarter.
Evolution Wealth Advisors sold 8,390 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2022, an estimated $221K.
Evolution Wealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $289K in Q2 2021.
231 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.