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Pacific Capital Wealth Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Pacific Capital Wealth 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
2024
Q3 		– Sell
-1
Closed -$17 – 575
2024
Q2 		$17 Hold
1
– – ﹤0.01% 537
2024
Q1 		$17 Hold
1
– – ﹤0.01% 515
2023
Q4 		$16 Buy
+1
New +$19 ﹤0.01% 341
2023
Q2 		– Sell
-19,489
Closed -$374K – 76
2023
Q1 		$374K Hold
19,489
– – 0.1% 61
2022
Q4 		$364K Sell
19,489
-2
-0% -$36 0.09% 66
2022
Q3 		$330K Sell
19,491
-3
-0% -$56 0.09% 66
2022
Q2 		$361K Hold
19,494
– – 0.1% 69
2022
Q1 		$441K Sell
19,494
-28,503
-59% -$679K 0.13% 70
2021
Q4 		$1.26M Sell
47,997
-86,190
-64% -$2.28M 0.36% 49
2021
Q3 		$3.58M Sell
134,187
-34,254
-20% -$943K 1.14% 24
2021
Q2 		$4.65M Sell
168,441
-57,610
-25% -$1.58M 2.34% 16
2021
Q1 		$6.05M Buy
226,051
+6,867
+3% +$190K 3.37% 9
2020
Q4 		$6.32M Buy
219,184
+3,299
+2% +$92.1K 3.59% 10
2020
Q3 		$5.86M Buy
215,885
+113
+0.1% +$3.12K 3.48% 7
2020
Q2 		$5.78M Buy
215,772
+5,687
+3% +$144K 3.92% 7
2020
Q1 		$5.02M Buy
210,085
+10,772
+5% +$303K 3.8% 6
2019
Q4 		$5.9M Buy
+199,313
New +$5.8M 3.93% 8

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's PCY Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2024, closing a stake of 1 share — an estimated $17 sold.

Pacific Capital Wealth Advisors first reported a position in PCY in Q4 2019 and held it in 17 quarters. The position peaked at $6.32M in Q4 2020. 194 funds tracked by Wall St. Rank hold PCY as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1 Invesco Emerging Markets Sovereign Debt ETF share in Q3 2024, an estimated $17.
  • Pacific Capital Wealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2019 and held it in 17 quarters.
  • Pacific Capital Wealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $6.32M in Q4 2020.
  • 194 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.