Kovitz Investment Group Partners’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Kovitz Investment Group Partners’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
2025 Q1	–	Sell	-13,012	Closed	-$258K	–	1300
2024 Q4	$258K	Buy	13,012 +1	+0%	+$21	﹤0.01%	1089
2024 Q3	$276K	Buy	13,011 +154	+1%	+$3.2K	﹤0.01%	892
2024 Q2	$257K	Hold	12,857	–	–	﹤0.01%	758
2024 Q1	$263K	Buy	+12,857	New	+$259K	﹤0.01%	603

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kovitz Investment Group Partners's PCY Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2025, closing a stake of 13,012 shares — an estimated $258K sold.

Kovitz Investment Group Partners first reported a position in PCY in Q1 2024 and held it in 4 quarters. The position peaked at $276K in Q3 2024. 183 funds tracked by Wall St. Rank hold PCY as of Q1 2025.

Kovitz Investment Group Partners reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 13,012 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2025, an estimated $258K.
Kovitz Investment Group Partners first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's Invesco Emerging Markets Sovereign Debt ETF position peaked at $276K in Q3 2024.
183 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.