FAIM
PCY icon

Financial Advocates Investment Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-42,774
Closed -$820K – 757
2023
Q1 		$820K Buy
42,774
+2,949
+7% +$56.8K 0.06% 325
2022
Q4 		$744K Buy
39,825
+6,476
+19% +$117K 0.06% 355
2022
Q3 		$565K Buy
33,349
+223
+0.7% +$4.17K 0.05% 380
2022
Q2 		$614K Buy
33,126
+9,466
+40% +$192K 0.05% 358
2022
Q1 		$535K Sell
23,660
-357
-1% -$8.5K 0.04% 419
2021
Q4 		$633K Sell
24,017
-597
-2% -$15.8K 0.04% 432
2021
Q3 		$656K Buy
24,614
+3,657
+17% +$101K 0.04% 413
2021
Q2 		$579K Buy
20,957
+1,722
+9% +$47.3K 0.04% 451
2021
Q1 		$515K Buy
19,235
+718
+4% +$19.9K 0.04% 479
2020
Q4 		$534K Sell
18,517
-585
-3% -$16.3K 0.04% 432
2020
Q3 		$518K Buy
19,102
+355
+2% +$9.81K 0.04% 373
2020
Q2 		$502K Buy
+18,747
New +$473K 0.05% 357
2018
Q4 		– Sell
-7,581
Closed -$205K – 484
2018
Q3 		$205K Sell
7,581
-861
-10% -$23.2K 0.02% 479
2018
Q2 		$223K Sell
8,442
-1,315
-13% -$35.8K 0.03% 438
2018
Q1 		$275K Sell
9,757
-514
-5% -$14.7K 0.04% 383
2017
Q4 		$304K Buy
+10,271
New +$303K 0.04% 356

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's PCY Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2023, closing a stake of 42,774 shares — an estimated $820K sold.

Financial Advocates Investment Management first reported a position in PCY in Q4 2017 and held it in 16 quarters. The position peaked at $820K in Q1 2023. 199 funds tracked by Wall St. Rank hold PCY as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 42,774 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2023, an estimated $820K.
  • Financial Advocates Investment Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2017 and held it in 16 quarters.
  • Financial Advocates Investment Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $820K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.