OWM
PCY icon

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

OneAscent 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
2021
Q4 		– Sell
-7,600
Closed -$203K – 117
2021
Q3 		$203K Buy
+7,600
New +$209K 0.23% 98

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneAscent Wealth Management's PCY Position: Q4 2021 in Review

OneAscent Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2021, closing a stake of 7,600 shares — an estimated $203K sold.

OneAscent Wealth Management first reported a position in PCY in Q3 2021 and held it in 1 quarter. The position peaked at $203K in Q3 2021. 258 funds tracked by Wall St. Rank hold PCY as of Q4 2021.

  • OneAscent Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2021 after selling out during the quarter.
  • OneAscent Wealth Management sold 7,600 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2021, an estimated $203K.
  • OneAscent Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2021 and held it in 1 quarter.
  • OneAscent Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $203K in Q3 2021.
  • 258 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2021.

Based on OneAscent Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.