Foundations Investment Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Foundations Investment 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 Q3	–	Sell	-11,928	Closed	-$221K	–	429
2022 Q2	$221K	Buy	11,928 +462	+4%	+$9.37K	0.01%	352
2022 Q1	$243K	Sell	11,466 -41	-0.4%	-$977	0.01%	314
2021 Q4	$294K	Buy	11,507 +110	+1%	+$2.91K	0.01%	276
2021 Q3	$302K	Sell	11,397 -51	-0.4%	-$1.4K	0.01%	249
2021 Q2	$316K	Buy	11,448 +201	+2%	+$5.52K	0.02%	227
2021 Q1	$304K	Buy	11,247 +1,019	+10%	+$28.2K	0.02%	178
2020 Q4	$291K	Buy	10,228 +382	+4%	+$10.7K	0.02%	147
2020 Q3	$266K	Buy	+9,846	New	+$272K	0.06%	143

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CPO

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Foundations Investment Advisors's PCY Position: Q3 2022 in Review

Foundations Investment Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2022, closing a stake of 11,928 shares — an estimated $221K sold.

Foundations Investment Advisors first reported a position in PCY in Q3 2020 and held it in 8 quarters. The position peaked at $316K in Q2 2021. 192 funds tracked by Wall St. Rank hold PCY as of Q3 2022.

Foundations Investment Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2022 after selling out during the quarter.
Foundations Investment Advisors sold 11,928 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2022, an estimated $221K.
Foundations Investment Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2020 and held it in 8 quarters.
Foundations Investment Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $316K in Q2 2021.
192 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2022.

Based on Foundations Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.