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

Regent Peak 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 Q2	–	Sell	-7,480	Closed	-$200K	–	172
2021 Q1	$200K	Sell	7,480 -276	-4%	-$7.65K	0.07%	153
2020 Q4	$224K	Buy	+7,756	New	+$217K	0.07%	131
2020 Q3	–	Sell	-7,570	Closed	-$203K	–	135
2020 Q2	$203K	Sell	7,570 -1,810	-19%	-$45.7K	0.09%	117
2020 Q1	$224K	Sell	9,380 -840	-8%	-$23.6K	0.12%	100
2019 Q4	$302K	Buy	+10,220	New	+$297K	0.14%	97

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Regent Peak Wealth Advisors's PCY Position: Q2 2021 in Review

Regent Peak Wealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2021, closing a stake of 7,480 shares — an estimated $200K sold.

Regent Peak Wealth Advisors first reported a position in PCY in Q4 2019 and held it in 5 quarters. The position peaked at $302K in Q4 2019. 226 funds tracked by Wall St. Rank hold PCY as of Q2 2021.

Regent Peak Wealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 7,480 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2021, an estimated $200K.
Regent Peak Wealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2019 and held it in 5 quarters.
Regent Peak Wealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $302K in Q4 2019.
226 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.