Howard Wealth Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Howard Wealth 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
2023 Q4	–	Sell	-10,482	Closed	-$191K	–	103
2023 Q3	$191K	Sell	10,482 -2,142	-17%	-$41.1K	0.18%	93
2023 Q2	$246K	Sell	12,624 -2,225	-15%	-$42.5K	0.21%	83
2023 Q1	$285K	Sell	14,849 -3,650	-20%	-$70.3K	0.24%	87
2022 Q4	$345K	Sell	18,499 -10,029	-35%	-$181K	0.28%	77
2022 Q3	$483K	Buy	+28,528	New	+$533K	0.34%	65
2022 Q2	–	Sell	-57,042	Closed	-$1.29M	–	106
2022 Q1	$1.29M	Buy	57,042 +774	+1%	+$18.4K	0.7%	43
2021 Q4	$1.48M	Sell	56,268 -8,375	-13%	-$221K	0.78%	37
2021 Q3	$1.72M	Buy	64,643 +1,214	+2%	+$33.4K	0.96%	32
2021 Q2	$1.75M	Buy	63,429 +505	+0.8%	+$13.9K	0.96%	32
2021 Q1	$1.68M	Buy	62,924 +1,270	+2%	+$35.2K	0.98%	32
2020 Q4	$1.78M	Buy	61,654 +2,645	+4%	+$73.8K	1.11%	26
2020 Q3	$1.6M	Sell	59,009 -3,491	-6%	-$96.4K	1.14%	24
2020 Q2	$1.67M	Buy	62,500 +1,794	+3%	+$45.3K	1.37%	19
2020 Q1	$1.45M	Buy	60,706 +3,411	+6%	+$95.8K	1.52%	18
2019 Q4	$1.69M	Buy	+57,295	New	+$1.67M	1.41%	17

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

FTA

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

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Howard Wealth Management's PCY Position: Q4 2023 in Review

Howard Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2023, closing a stake of 10,482 shares — an estimated $191K sold.

Howard Wealth Management first reported a position in PCY in Q4 2019 and held it in 15 quarters. The position peaked at $1.78M in Q4 2020. 202 funds tracked by Wall St. Rank hold PCY as of Q4 2023.

Howard Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2023 after selling out during the quarter.
Howard Wealth Management sold 10,482 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2023, an estimated $191K.
Howard Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2019 and held it in 15 quarters.
Howard Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $1.78M in Q4 2020.
202 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2023.

Based on Howard Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.