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

Laidlaw 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 Q1	–	Sell	-8,678	Closed	-$250K	–	317
2020 Q4	$250K	Sell	8,678 -773	-8%	-$21.6K	0.05%	302
2020 Q3	$256K	Buy	9,451 +4	+0%	+$111	0.11%	174
2020 Q2	$253K	Sell	9,447 -1,210	-11%	-$30.6K	0.13%	147
2020 Q1	$255K	Sell	10,657 -1,892	-15%	-$53.2K	0.17%	126
2019 Q4	$371K	Buy	+12,549	New	+$365K	0.23%	110

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

Laidlaw Wealth Management's PCY Position: Q1 2021 in Review

Laidlaw Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2021, closing a stake of 8,678 shares — an estimated $250K sold.

Laidlaw Wealth Management first reported a position in PCY in Q4 2019 and held it in 5 quarters. The position peaked at $371K in Q4 2019. 231 funds tracked by Wall St. Rank hold PCY as of Q1 2021.

Laidlaw Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 8,678 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2021, an estimated $250K.
Laidlaw Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2019 and held it in 5 quarters.
Laidlaw Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $371K in Q4 2019.
231 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2021.

Based on Laidlaw Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.