Lido Advisors
PCY icon

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

Lido 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
2023
Q4 		– Sell
-20,127
Closed -$368K – 1415
2023
Q3 		$368K Sell
20,127
-2,458
-11% -$47.2K ﹤0.01% 845
2023
Q2 		$440K Sell
22,585
-492
-2% -$9.39K 0.01% 781
2023
Q1 		$443K Buy
+23,077
New +$445K 0.01% 723
2021
Q3 		– Sell
-7,596
Closed -$210K – 1005
2021
Q2 		$210K Sell
7,596
-488
-6% -$13.4K 0.01% 854
2021
Q1 		$216K Buy
+8,084
New +$224K 0.01% 784
2020
Q1 		– Sell
-9,245
Closed -$273K – 653
2019
Q4 		$273K Buy
+9,245
New +$269K 0.02% 534

Other funds holding PCY

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return