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

Kingsview 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
2021
Q3 		– Sell
-7,436
Closed -$204K – 981
2021
Q2 		$204K Buy
+7,436
New +$204K 0.01% 821
2019
Q3 		– Sell
-7,797
Closed -$226K – 477
2019
Q2 		$226K Sell
7,797
-32
-0.4% -$900 0.04% 371
2019
Q1 		$219K Buy
+7,829
New +$214K 0.03% 417
2017
Q3 		– Sell
-11,570
Closed -$339K – 402
2017
Q2 		$339K Sell
11,570
-192
-2% -$5.65K 0.17% 166
2017
Q1 		$342K Buy
+11,762
New +$339K 0.2% 151

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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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