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

Liberty 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
2020 Q3	–	Sell	-970	Closed	-$26K	–	929
2020 Q2	$26K	Buy	970 +13	+1%	+$328	0.02%	340
2020 Q1	$23K	Buy	957 +10	+1%	+$281	0.02%	339
2019 Q4	$28K	Buy	947 +14	+2%	+$407	0.02%	355
2019 Q3	$27K	Buy	933 +11	+1%	+$323	0.03%	343
2019 Q2	$27K	Buy	922 +12	+1%	+$338	0.02%	355
2019 Q1	$25K	Buy	910 +11	+1%	+$301	0.02%	314
2018 Q4	$23K	Buy	+899	New	+$23.6K	0.02%	303

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

BlackRock New York $6.73T AUM 46.02% 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Liberty Wealth Management's PCY Position: Q3 2020 in Review

Liberty Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2020, closing a stake of 970 shares — an estimated $26K sold.

Liberty Wealth Management first reported a position in PCY in Q4 2018 and held it in 7 quarters. The position peaked at $28K in Q4 2019. 209 funds tracked by Wall St. Rank hold PCY as of Q3 2020.

Liberty Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2020 after selling out during the quarter.
Liberty Wealth Management sold 970 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2020, an estimated $26K.
Liberty Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2018 and held it in 7 quarters.
Liberty Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $28K in Q4 2019.
209 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.