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

Iams 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
2024
Q4 		– Sell
-9,689
Closed -$208K – 172
2024
Q3 		$208K Buy
+9,689
New +$202K 0.1% 143
2024
Q1 		– Sell
-12,256
Closed -$253K – 125
2023
Q4 		$253K Buy
+12,256
New +$232K 0.16% 103
2023
Q1 		– Sell
-47,405
Closed -$885K – 113
2022
Q4 		$885K Buy
+47,405
New +$857K 0.9% 36

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 $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Iams Wealth Management's PCY Position: Q4 2024 in Review

Iams Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2024, closing a stake of 9,689 shares — an estimated $208K sold.

Iams Wealth Management first reported a position in PCY in Q4 2022 and held it in 3 quarters. The position peaked at $885K in Q4 2022. 186 funds tracked by Wall St. Rank hold PCY as of Q4 2024.

  • Iams Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2024 after selling out during the quarter.
  • Iams Wealth Management sold 9,689 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2024, an estimated $208K.
  • Iams Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2022 and held it in 3 quarters.
  • Iams Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $885K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2024.

Based on Iams Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.