EWA
PCY icon

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 -$221 – 140
2021
Q4 		$221 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.67B AUM 13.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return