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

Modern 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
2025 Q2	–	Sell	-12,812	Closed	-$258K	–	794
2025 Q1	$258K	Buy	+12,812	New	+$259K	0.01%	574
2024 Q3	–	Sell	-12,051	Closed	-$241K	–	460
2024 Q2	$241K	Buy	+12,051	New	+$243K	0.02%	351
2024 Q1	–	Sell	-12,600	Closed	-$260K	–	305
2023 Q4	$260K	Buy	+12,600	New	+$238K	0.03%	162

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Modern Wealth Management's PCY Position: Q2 2025 in Review

Modern Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2025, closing a stake of 12,812 shares — an estimated $258K sold.

Modern Wealth Management first reported a position in PCY in Q4 2023 and held it in 3 quarters. The position peaked at $260K in Q4 2023. 181 funds tracked by Wall St. Rank hold PCY as of Q2 2025.

Modern Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2025 after selling out during the quarter.
Modern Wealth Management sold 12,812 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2025, an estimated $258K.
Modern Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2023 and held it in 3 quarters.
Modern Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $260K in Q4 2023.
181 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.