Institutional & Family Asset Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Institutional & Family Asset 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
2021 Q1	–	Sell	-38	Closed	-$1K	–	979
2020 Q4	$1K	Hold	38	–	–	﹤0.01%	847
2020 Q3	$1K	Hold	38	–	–	﹤0.01%	801
2020 Q2	$1K	Buy	+38	New	+$960	﹤0.01%	792

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Institutional & Family Asset Management's PCY Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2021, closing a stake of 38 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in PCY in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 231 funds tracked by Wall St. Rank hold PCY as of Q1 2021.

Institutional & Family Asset Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 38 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2021, an estimated $1K.
Institutional & Family Asset Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2020 and held it in 3 quarters.
Institutional & Family Asset Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $1K in Q4 2020.
231 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.