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

Phoenix 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
2021
Q3 		– Sell
-65
Closed -$2K – 388
2021
Q2 		$2K Hold
65
– – ﹤0.01% 361
2021
Q1 		$2K Hold
65
– – ﹤0.01% 347
2020
Q4 		$2K Buy
+65
New +$1.81K ﹤0.01% 330

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Phoenix Wealth Advisors's PCY Position: Q3 2021 in Review

Phoenix Wealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2021, closing a stake of 65 shares — an estimated $2K sold.

Phoenix Wealth Advisors first reported a position in PCY in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 217 funds tracked by Wall St. Rank hold PCY as of Q3 2021.

  • Phoenix Wealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 65 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2021, an estimated $2K.
  • Phoenix Wealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2020 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $2K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.