First Heartland Consultants’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

First Heartland Consultants’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
2025 Q1	–	Sell	-17,425	Closed	-$345K	–	474
2024 Q4	$345K	Buy	17,425 +970	+6%	+$20K	0.04%	314
2024 Q3	$354K	Buy	16,455 +2,313	+16%	+$48.1K	0.04%	302
2024 Q2	$283K	Buy	+14,142	New	+$285K	0.02%	355
2020 Q2	–	Sell	-127,508	Closed	-$3.05M	–	296
2020 Q1	$3.05M	Buy	127,508 +34,820	+38%	+$978K	0.79%	32
2019 Q4	$2.74M	Buy	92,688 +73,642	+387%	+$2.14M	0.54%	51
2019 Q3	$555K	Buy	+19,046	New	+$559K	0.12%	146
2018 Q2	–	Sell	-19,234	Closed	-$542K	–	257
2018 Q1	$542K	Buy	19,234 +4,788	+33%	+$137K	0.16%	143
2017 Q4	$427K	Buy	+14,446	New	+$426K	0.13%	175
2017 Q2	–	Sell	-9,352	Closed	-$272K	–	352
2017 Q1	$272K	Buy	9,352 +2,020	+28%	+$58.2K	0.08%	272
2016 Q4	$207K	Buy	+7,332	New	+$212K	0.06%	302
2013 Q3	–	Sell	-2,050	Closed	-$56K	–	318
2013 Q2	$56K	Buy	+2,050	New	+$60.8K	0.03%	261

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Heartland Consultants's PCY Position: Q1 2025 in Review

First Heartland Consultants sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2025, closing a stake of 17,425 shares — an estimated $345K sold.

First Heartland Consultants first reported a position in PCY in Q2 2013 and held it in 11 quarters. The position peaked at $3.05M in Q1 2020. 184 funds tracked by Wall St. Rank hold PCY as of Q1 2025.

First Heartland Consultants reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2025 after selling out during the quarter.
First Heartland Consultants sold 17,425 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2025, an estimated $345K.
First Heartland Consultants first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2013 and held it in 11 quarters.
First Heartland Consultants's Invesco Emerging Markets Sovereign Debt ETF position peaked at $3.05M in Q1 2020.
184 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.