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Plante Moran Financial Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Plante Moran Financial 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
2022
Q1 		– Sell
-13
Closed – – 957
2021
Q4 		$0 Hold
13
– – ﹤0.01% 1077
2021
Q3 		$0 Buy
+13
New +$358 ﹤0.01% 997
2019
Q2 		– Sell
-618
Closed -$17K – 827
2019
Q1 		$17K Buy
+618
New +$16.9K 0.01% 499
2018
Q2 		– Sell
-100
Closed -$3K – 929
2018
Q1 		$3K Buy
+100
New +$2.87K ﹤0.01% 795
2017
Q2 		– Sell
-230
Closed -$7K – 886
2017
Q1 		$7K Buy
+230
New +$6.63K ﹤0.01% 652
2016
Q1 		– Sell
-351
Closed -$10K – 989
2015
Q4 		$10K Buy
+351
New +$9.76K 0.01% 580

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return