JFA
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JNBA Financial Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-66
Closed -$2K – 862
2021
Q3 		$2K Hold
66
– – ﹤0.01% 678
2021
Q2 		$2K Hold
66
– – ﹤0.01% 631
2021
Q1 		$2K Hold
66
– – ﹤0.01% 606
2020
Q4 		$2K Hold
66
– – ﹤0.01% 563
2020
Q3 		$2K Hold
66
– – ﹤0.01% 526
2020
Q2 		$2K Hold
66
– – ﹤0.01% 514
2020
Q1 		$2K Hold
66
– – ﹤0.01% 508
2019
Q4 		$2K Hold
66
– – ﹤0.01% 566
2019
Q3 		$2K Buy
+66
New +$1.94K ﹤0.01% 550
2016
Q4 		– Sell
-38
Closed -$1K – 1086
2016
Q3 		$1K Buy
+38
New +$1.15K ﹤0.01% 1528

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return