Lenox Wealth Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Lenox Wealth 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 Q2	–	Sell	-104	Closed	-$3K	–	777
2021 Q1	$3K	Buy	+104	New	+$2.88K	﹤0.01%	577
2015 Q2	–	Sell	-68	Closed	-$2K	–	322
2015 Q1	$2K	Buy	+68	New	+$1.93K	﹤0.01%	306
2014 Q1	–	Sell	-248	Closed	-$7K	–	298
2013 Q4	$7K	Buy	+248	New	+$6.77K	﹤0.01%	203

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SIS

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

Lenox Wealth Advisors's PCY Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2021, closing a stake of 104 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in PCY in Q4 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 226 funds tracked by Wall St. Rank hold PCY as of Q2 2021.

Lenox Wealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 104 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2021, an estimated $3K.
Lenox Wealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2013 and held it in 3 quarters.
Lenox Wealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $7K in Q4 2013.
226 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.