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LMG Wealth Partners’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

LMG Wealth Partners’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
Q1 		– Sell
-128,038
Closed -$2.52M – 109
2022
Q4 		$2.52M Buy
+128,038
New +$2.31M 0.83% 35

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UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

LMG Wealth Partners's PCY Position: Q1 2023 in Review

LMG Wealth Partners sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2023, closing a stake of 128,038 shares — an estimated $2.52M sold.

LMG Wealth Partners first reported a position in PCY in Q4 2022 and held it in 1 quarter. The position peaked at $2.52M in Q4 2022. 197 funds tracked by Wall St. Rank hold PCY as of Q1 2023.

  • LMG Wealth Partners reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2023 after selling out during the quarter.
  • LMG Wealth Partners sold 128,038 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2023, an estimated $2.52M.
  • LMG Wealth Partners first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2022 and held it in 1 quarter.
  • LMG Wealth Partners's Invesco Emerging Markets Sovereign Debt ETF position peaked at $2.52M in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2023.

Based on LMG Wealth Partners's 13F filing for Q1 2023, filed 2 May 2023.