Financial Gravity Asset Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Sell	-993	Closed	-$20.5K	–	1284
2023 Q4	$20.5K	Buy	+993	New	+$18.8K	0.01%	388
2021 Q3	$27K	Sell	973 -15	-2%	-$413	0.01%	735
2021 Q2	$28K	Buy	+988	New	+$27.1K	0.01%	733
2019 Q4	–	Sell	-51,195	Closed	-$1.49M	–	1623
2019 Q3	$1.49M	Buy	51,195 +2,279	+5%	+$66.9K	1.28%	13
2019 Q2	$1.42M	Sell	48,916 -62,370	-56%	-$1.75M	1.17%	14
2019 Q1	$3.13M	Buy	+111,286	New	+$3.05M	2.53%	3
2018 Q3	$1.47M	Buy	56,153 +1,006	+2%	+$27.1K	1.54%	14
2018 Q2	$1.48M	Buy	55,147 +55,034	+48,703%	+$1.5M	1.38%	14
2018 Q1	$3K	Buy	+113	New	+$3.24K	﹤0.01%	870

Other funds holding PCY

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's PCY Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2024, closing a stake of 993 shares — an estimated $20.5K sold.

Financial Gravity Asset Management first reported a position in PCY in Q1 2018 and held it in 9 quarters. The position peaked at $3.13M in Q1 2019. 195 funds tracked by Wall St. Rank hold PCY as of Q1 2024.

Financial Gravity Asset Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 993 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2024, an estimated $20.5K.
Financial Gravity Asset Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $3.13M in Q1 2019.
195 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.