Private Ocean’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$2.32M Sell
116,110
-42,822
-27% -$864K 0.2% 42
2024
Q1
$3.25M Sell
158,932
-136,366
-46% -$2.75M 0.34% 33
2023
Q4
$6.09M Sell
295,298
-523,074
-64% -$9.89M 0.6% 29
2023
Q3
$15M Sell
818,372
-382,121
-32% -$7.33M 1.9% 14
2023
Q2
$23.4M Sell
1,200,493
-495,962
-29% -$9.46M 2.96% 8
2023
Q1
$32.5M Sell
1,696,455
-115,586
-6% -$2.23M 4.33% 6
2022
Q4
$33.8M Buy
1,812,041
+69,398
+4% +$1.25M 4.2% 7
2022
Q3
$29.5M Buy
1,742,643
+69,306
+4% +$1.3M 4.65% 6
2022
Q2
$31M Buy
1,673,337
+115,091
+7% +$2.33M 4.78% 5
2022
Q1
$35.2M Sell
1,558,246
-28,511
-2% -$679K 4.4% 6
2021
Q4
$41.8M Buy
1,586,757
+23,416
+1% +$619K 4.89% 5
2021
Q3
$41.7M Buy
1,563,341
+55,516
+4% +$1.53M 5.08% 5
2021
Q2
$41.6M Buy
1,507,825
+41,770
+3% +$1.15M 5.46% 5
2021
Q1
$39.2M Buy
1,466,055
+118,108
+9% +$3.27M 6.97% 4
2020
Q4
$38.9M Buy
1,347,947
+24,089
+2% +$673K 7.84% 4
2020
Q3
$35.9M Buy
1,323,858
+33,672
+3% +$930K 8.41% 4
2020
Q2
$34.6M Sell
1,290,186
-6,014
-0.5% -$152K 8.47% 4
2020
Q1
$31M Buy
1,296,200
+64,939
+5% +$1.82M 8.48% 4
2019
Q4
$36.4M Buy
1,231,261
+20,778
+2% +$605K 8.84% 4
2019
Q3
$35.3M Buy
1,210,483
+21,170
+2% +$622K 8.76% 4
2019
Q2
$34.5M Buy
1,189,313
+30,626
+3% +$862K 9.22% 4
2019
Q1
$32.4M Buy
1,158,687
+404,085
+54% +$11.1M 8.82% 4
2018
Q4
$19.9M Buy
754,602
+137,287
+22% +$3.61M 5.63% 4
2018
Q3
$16.7M Buy
617,315
+50,263
+9% +$1.35M 7.41% 4
2018
Q2
$15M Buy
567,052
+57,233
+11% +$1.56M 6.94% 4
2018
Q1
$14.4M Buy
509,819
+72,781
+17% +$2.09M 6.85% 4
2017
Q4
$12.9M Buy
437,038
+12,686
+3% +$374K 7.2% 4
2017
Q3
$12.6M Buy
424,352
+18,710
+5% +$554K 7.7% 4
2017
Q2
$11.9M Buy
405,642
+4,946
+1% +$146K 7.69% 4
2017
Q1
$11.6M Buy
400,696
+9,207
+2% +$265K 7.7% 4
2016
Q4
$11.1M Buy
391,489
+7,463
+2% +$216K 7.48% 4
2016
Q3
$11.8M Buy
384,026
+4,000
+1% +$121K 7.8% 4
2016
Q2
$11.2M Buy
380,026
+707
+0.2% +$20.2K 8.07% 4
2016
Q1
$10.7M Sell
379,319
-5,527
-1% -$151K 7.93% 4
2015
Q4
$10.5M Buy
384,846
+2,163
+0.6% +$60.2K 7.69% 4
2015
Q3
$10.5M Buy
382,683
+13,050
+4% +$361K 7.75% 4
2015
Q2
$10.2M Buy
369,633
+16,814
+5% +$477K 7.52% 4
2015
Q1
$10M Buy
352,819
+17,095
+5% +$485K 7.36% 4
2014
Q4
$9.45M Buy
335,724
+1,286
+0.4% +$36.8K 7.06% 4
2014
Q3
$9.52M Buy
334,438
+6,831
+2% +$198K 7.02% 4
2014
Q2
$9.55M Buy
327,607
+9,918
+3% +$284K 7.08% 4
2014
Q1
$8.89M Buy
317,689
+4,607
+1% +$126K 6.59% 4
2013
Q4
$8.45M Buy
+313,082
New +$8.55M 6.81% 4

Other funds holding PCY

Private Ocean's PCY Position: Q2 2024 in Review

Private Ocean reduced its Invesco Emerging Markets Sovereign Debt ETF (PCY) stake by 27% in Q2 2024, selling an estimated $864K and leaving 116,110 shares worth $2.32M. The position accounts for 0.2% of the portfolio, ranked #42.

Private Ocean first reported a position in PCY in Q4 2013 and has held it in 43 quarters since. The position peaked at $41.8M in Q4 2021. 198 funds tracked by Wall St. Rank hold PCY as of Q2 2024.

  • Private Ocean held 116,110 shares of Invesco Emerging Markets Sovereign Debt ETF worth $2.32M as of Q2 2024.
  • Private Ocean sold 42,822 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2024, an estimated $864K.
  • Invesco Emerging Markets Sovereign Debt ETF made up 0.2% of Private Ocean's portfolio in Q2 2024, its #42 holding.
  • Private Ocean first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2013 and has held it in 43 quarters since.
  • Private Ocean's Invesco Emerging Markets Sovereign Debt ETF position peaked at $41.8M in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.