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Milestone Asset Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Milestone Asset 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
2023
Q1 		– Sell
-264,494
Closed -$5.23M – 84
2022
Q4 		$5.23M Buy
+264,494
New +$4.78M 3.11% 10

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.66T AUM 25.57% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Milestone Asset Management's PCY Position: Q1 2023 in Review

Milestone Asset Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2023, closing a stake of 264,494 shares — an estimated $5.23M sold.

Milestone Asset Management first reported a position in PCY in Q4 2022 and held it in 1 quarter. The position peaked at $5.23M in Q4 2022. 198 funds tracked by Wall St. Rank hold PCY as of Q1 2023.

  • Milestone Asset Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2023 after selling out during the quarter.
  • Milestone Asset Management sold 264,494 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2023, an estimated $5.23M.
  • Milestone Asset Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2022 and held it in 1 quarter.
  • Milestone Asset Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $5.23M in Q4 2022.
  • 198 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2023.

Based on Milestone Asset Management's 13F filing for Q1 2023, filed 9 May 2023.