Laurel Wealth Planning’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Laurel Wealth Planning’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
2022 Q1	–	Sell	-1,133	Closed	-$30K	–	273
2021 Q4	$30K	Sell	1,133 -1,195	-51%	-$31.6K	0.02%	102
2021 Q3	$62K	Sell	2,328 -4,517	-66%	-$124K	0.05%	84
2021 Q2	$189K	Sell	6,845 -1,626	-19%	-$44.7K	0.16%	48
2021 Q1	$227K	Sell	8,471 -12,702	-60%	-$352K	0.21%	44
2020 Q4	$611K	Buy	+21,173	New	+$591K	0.6%	31

Other funds holding PCY

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

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

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Laurel Wealth Planning's PCY Position: Q1 2022 in Review

Laurel Wealth Planning sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2022, closing a stake of 1,133 shares — an estimated $30K sold.

Laurel Wealth Planning first reported a position in PCY in Q4 2020 and held it in 5 quarters. The position peaked at $611K in Q4 2020. 232 funds tracked by Wall St. Rank hold PCY as of Q1 2022.

Laurel Wealth Planning reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Planning sold 1,133 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2022, an estimated $30K.
Laurel Wealth Planning first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2020 and held it in 5 quarters.
Laurel Wealth Planning's Invesco Emerging Markets Sovereign Debt ETF position peaked at $611K in Q4 2020.
232 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2022.

Based on Laurel Wealth Planning's 13F filing for Q1 2022, filed 28 Apr 2022.