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

Reilly 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
2016
Q2 		– Sell
-286
Closed -$8K – 930
2016
Q1 		$8K Hold
286
– – ﹤0.01% 818
2015
Q4 		$8K Buy
+286
New +$7.96K ﹤0.01% 838

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $2.23B AUM 11.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Reilly Financial Advisors's PCY Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Invesco Emerging Markets Sovereign Debt ETF (PCY) stake by 9.8% in Q4 2021, selling an estimated $4.5K and leaving 1,562 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Reilly Financial Advisors first reported a position in PCY in Q2 2013 and has held it in 22 quarters since. The position peaked at $67K in Q3 2019. 259 funds tracked by Wall St. Rank hold PCY as of Q4 2021.

  • Reilly Financial Advisors held 1,562 shares of Invesco Emerging Markets Sovereign Debt ETF worth $41K as of Q4 2021.
  • Reilly Financial Advisors sold 170 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2021, an estimated $4.5K.
  • Invesco Emerging Markets Sovereign Debt ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #437 holding.
  • Reilly Financial Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2013 and has held it in 22 quarters since.
  • Reilly Financial Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $67K in Q3 2019.
  • 259 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.