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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return