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

Perigon 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
2026
Q1 		– Sell
-13,185
Closed -$286K – 1385
2025
Q4 		$286K Sell
13,185
-187
-1% -$4.07K 0.01% 1035
2025
Q3 		$288K Sell
13,372
-1,434
-10% -$30K 0.01% 988
2025
Q2 		$302K Sell
14,806
-14,205
-49% -$281K 0.01% 836
2025
Q1 		$585K Sell
29,011
-4,895
-14% -$99K 0.02% 595
2024
Q4 		$678K Sell
33,906
-9,568
-22% -$198K 0.02% 554
2024
Q3 		$935K Sell
43,474
-51,626
-54% -$1.07M 0.02% 455
2024
Q2 		$1.9M Buy
95,100
+1,474
+2% +$29.7K 0.06% 258
2024
Q1 		$1.92M Sell
93,626
-1,743
-2% -$35.1K 0.06% 255
2023
Q4 		$1.97M Buy
95,369
+5,507
+6% +$104K 0.06% 226
2023
Q3 		$1.64M Buy
89,862
+1,963
+2% +$37.7K 0.07% 229
2023
Q2 		$1.71M Buy
87,899
+3,440
+4% +$65.6K 0.07% 226
2023
Q1 		$1.62M Buy
84,459
+4,194
+5% +$80.8K 0.09% 201
2022
Q4 		$1.5M Buy
80,265
+4,873
+6% +$88.1K 0.09% 203
2022
Q3 		$1.28M Buy
75,392
+4,225
+6% +$79K 0.11% 175
2022
Q2 		$1.32M Buy
71,167
+17,122
+32% +$347K 0.11% 178
2022
Q1 		$1.22M Buy
54,045
+2,094
+4% +$49.9K 0.09% 201
2021
Q4 		$1.37M Buy
51,951
+348
+0.7% +$9.2K 0.1% 182
2021
Q3 		$1.38M Buy
51,603
+810
+2% +$22.3K 0.12% 157
2021
Q2 		$1.4M Sell
50,793
-185
-0.4% -$5.08K 0.12% 147
2021
Q1 		$1.36M Buy
+50,978
New +$1.41M 0.14% 140
2020
Q4 		– Sell
-42,578
Closed -$1.16M – 1072
2020
Q3 		$1.16M Buy
42,578
+7,754
+22% +$214K 0.16% 109
2020
Q2 		$933K Buy
+34,824
New +$879K 0.15% 109
2020
Q1 		– Sell
-8,727
Closed -$258K – 337
2019
Q4 		$258K Sell
8,727
-57
-0.6% -$1.66K 0.05% 217
2019
Q3 		$257K Buy
8,784
+5
+0.1% +$147 0.06% 193
2019
Q2 		$255K Buy
+8,779
New +$247K 0.06% 195
2018
Q4 		– Sell
-8,571
Closed -$231K – 262
2018
Q3 		$231K Sell
8,571
-15,574
-65% -$420K 0.06% 221
2018
Q2 		$640K Buy
24,145
+18,215
+307% +$496K 0.19% 106
2018
Q1 		$167K Buy
5,930
+2,734
+86% +$78.4K 0.06% 181
2017
Q4 		$94K Sell
3,196
-30,389
-90% -$896K 0.04% 207
2017
Q3 		$1M Sell
33,585
-28,478
-46% -$843K 0.32% 68
2017
Q2 		$1.82M Buy
62,063
+3,141
+5% +$92.5K 0.4% 74
2017
Q1 		$1.71M Buy
58,922
+364
+0.6% +$10.5K 0.36% 82
2016
Q4 		$1.7M Sell
58,558
-17,032
-23% -$493K 0.37% 81
2016
Q3 		$2.31M Buy
75,590
+16,397
+28% +$497K 0.59% 51
2016
Q2 		$1.75M Buy
+59,193
New +$1.69M 0.47% 66
2016
Q1 		– Sell
-55,372
Closed -$1.51M – 307
2015
Q4 		$1.51M Sell
55,372
-107,031
-66% -$2.98M 0.42% 66
2015
Q3 		$4.46M Buy
162,403
+1,942
+1% +$53.7K 1.32% 12
2015
Q2 		$4.45M Sell
160,461
-8,554
-5% -$243K 1.17% 14
2015
Q1 		$4.8M Buy
+169,015
New +$4.79M 1.32% 13
2014
Q4 		– Sell
-7,220
Closed -$205K – 208
2014
Q3 		$205K Buy
+7,220
New +$210K 0.06% 196

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Perigon Wealth Management's PCY Position: Q1 2026 in Review

Perigon Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2026, closing a stake of 13,185 shares — an estimated $286K sold.

Perigon Wealth Management first reported a position in PCY in Q3 2014 and held it in 40 quarters. The position peaked at $4.8M in Q1 2015. 192 funds tracked by Wall St. Rank hold PCY as of Q1 2026.

  • Perigon Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 13,185 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2026, an estimated $286K.
  • Perigon Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2014 and held it in 40 quarters.
  • Perigon Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $4.8M in Q1 2015.
  • 192 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.