Pinnacle Wealth Planning Services
PCY icon

Pinnacle Wealth Planning Services’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$320K Buy
16,098
+2,149
+15% +$45.2K 0.03% 336
2026
Q2 		$302K Buy
13,949
+1,413
+11% +$30.4K 0.03% 371
2026
Q1 		$262K Buy
12,536
+2,756
+28% +$59.4K 0.03% 380
2025
Q4 		$212K Buy
+9,780
New +$213K 0.02% 448
2022
Q1 		– Sell
-9,117
Closed -$240K – 471
2021
Q4 		$240K Sell
9,117
-30
-0.3% -$793 0.05% 314
2021
Q3 		$244K Sell
9,147
-498
-5% -$13.7K 0.05% 284
2021
Q2 		$266K Sell
9,645
-31
-0.3% -$852 0.06% 257
2021
Q1 		$259K Sell
9,676
-1,205
-11% -$33.4K 0.07% 239
2020
Q4 		$314K Sell
10,881
-899
-8% -$25.1K 0.08% 186
2020
Q3 		$319K Sell
11,780
-2,935
-20% -$81.1K 0.11% 157
2020
Q2 		$394K Sell
14,715
-165
-1% -$4.17K 0.13% 132
2020
Q1 		$355K Sell
14,880
-4,898
-25% -$138K 0.17% 117
2019
Q4 		$585K Sell
19,778
-370
-2% -$10.8K 0.28% 80
2019
Q3 		$587K Sell
20,148
-583
-3% -$17.1K 0.32% 66
2019
Q2 		$602K Sell
20,731
-1,681
-8% -$47.3K 0.36% 52
2019
Q1 		$627K Sell
22,412
-1,271
-5% -$34.8K 0.42% 46
2018
Q4 		$626K Buy
23,683
+4,541
+24% +$119K 0.4% 51
2018
Q3 		$516K Sell
19,142
-119
-0.6% -$3.21K 0.47% 68
2018
Q2 		$511K Sell
19,261
-443
-2% -$12.1K 0.5% 64
2018
Q1 		$555K Sell
19,704
-21,426
-52% -$614K 0.57% 54
2017
Q4 		$1.22M Buy
+41,130
New +$1.21M 2.48% 10

Other funds holding PCY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Alliance Wealth Management Group
Alliance Wealth Management Group Flemington, New Jersey $498M AUM 9.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Omega Financial Group
Omega Financial Group Santa Barbara, California $323M AUM 8.37% 1-Year Est. Return

Pinnacle Wealth Planning Services's PCY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Invesco Emerging Markets Sovereign Debt ETF (PCY) stake by 15% in Q3 2026, buying an estimated $45.2K and bringing the position to 16,098 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #336.

Pinnacle Wealth Planning Services first reported a position in PCY in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.22M in Q4 2017. 62 funds tracked by Wall St. Rank hold PCY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 16,098 shares of Invesco Emerging Markets Sovereign Debt ETF worth $320K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 2,149 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2026, an estimated $45.2K.
  • Invesco Emerging Markets Sovereign Debt ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #336 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2017 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's Invesco Emerging Markets Sovereign Debt ETF position peaked at $1.22M in Q4 2017.
  • 62 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.