Guardian Wealth Advisors (North Carolina)’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-2,119	Closed	-$43.7K	–	474
2023 Q4	$43.7K	Hold	2,119	–	–	0.01%	312
2023 Q3	$40.7K	Hold	2,119	–	–	0.01%	307
2023 Q2	$41.3K	Hold	2,119	–	–	0.01%	295
2023 Q1	$40.6K	Hold	2,119	–	–	0.01%	282
2022 Q4	$39.6K	Hold	2,119	–	–	0.01%	268
2022 Q3	$36K	Buy	+2,119	New	+$39.6K	0.01%	248

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 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 $448M AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PCY Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2024, closing a stake of 2,119 shares — an estimated $43.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PCY in Q3 2022 and held it in 6 quarters. The position peaked at $43.7K in Q4 2023. 196 funds tracked by Wall St. Rank hold PCY as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,119 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2024, an estimated $43.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2022 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco Emerging Markets Sovereign Debt ETF position peaked at $43.7K in Q4 2023.
196 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.