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

Institute for 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
2026 Q2	$17.1K	Buy	+788	New	+$16.9K	﹤0.01%	1178
2020 Q1	–	Sell	-158	Closed	-$5K	–	587
2019 Q4	$5K	Buy	+158	New	+$4.6K	﹤0.01%	636
2018 Q2	–	Sell	-23,641	Closed	-$651K	–	231
2018 Q1	$651K	Sell	23,641 -34,167	-59%	-$979K	0.19%	168
2017 Q4	$1.7M	Buy	57,808 +28,916	+100%	+$853K	0.39%	70
2017 Q3	$860K	Sell	28,892 -1,715	-6%	-$50.7K	0.28%	125
2017 Q2	$896K	Buy	+30,607	New	+$901K	0.25%	133
2014 Q4	–	Sell	-192	Closed	-$5K	–	47
2014 Q3	$5K	Hold	192	–	–	﹤0.01%	57
2014 Q2	$6K	Hold	192	–	–	0.01%	53
2014 Q1	$5K	Hold	192	–	–	﹤0.01%	68
2013 Q4	$5K	Sell	192 -87	-31%	-$2.38K	﹤0.01%	63
2013 Q3	$8K	Sell	279 -1,668	-86%	-$45.2K	0.01%	49
2013 Q2	$53K	Buy	+1,947	New	+$57.7K	0.04%	53

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Institute for Wealth Management's PCY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2026: 788 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PCY as recently as Q4 2019.

Institute for Wealth Management first reported a position in PCY in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.7M in Q4 2017. 187 funds tracked by Wall St. Rank hold PCY as of Q2 2026.

Institute for Wealth Management held 788 shares of Invesco Emerging Markets Sovereign Debt ETF worth $17.1K as of Q2 2026.
Invesco Emerging Markets Sovereign Debt ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco Emerging Markets Sovereign Debt ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1178 holding.
Institute for Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2013 and has held it in 12 quarters since.
Institute for Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $1.7M in Q4 2017.
187 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.