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

Rise 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
2024 Q2	–	Sell	-588	Closed	-$12K	–	1259
2024 Q1	$12K	Buy	588 +10	+2%	+$201	0.01%	997
2023 Q4	$11.9K	Sell	578 -1,298	-69%	-$24.5K	0.01%	305
2023 Q3	$24.3K	Buy	1,876 +33	+2%	+$633	0.02%	209
2023 Q2	$35.9K	Buy	1,843 +31	+2%	+$591	0.03%	181
2023 Q1	$34.8K	Buy	1,812 +29	+2%	+$559	0.03%	188
2022 Q4	$33.3K	Buy	1,783 +28	+2%	+$506	0.03%	188
2022 Q3	$30K	Buy	1,755 +30	+2%	+$561	0.02%	202
2022 Q2	$32K	Buy	1,725 +29	+2%	+$588	0.03%	186
2022 Q1	$38K	Buy	1,696 +23	+1%	+$548	0.03%	176
2021 Q4	$44.1K	Buy	+1,673	New	+$44.2K	0.04%	159

Other funds holding PCY

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

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

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

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rise Advisors's PCY Position: Q2 2024 in Review

Rise Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2024, closing a stake of 588 shares — an estimated $12K sold.

Rise Advisors first reported a position in PCY in Q4 2021 and held it in 10 quarters. The position peaked at $44.1K in Q4 2021. 198 funds tracked by Wall St. Rank hold PCY as of Q2 2024.

Rise Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2024 after selling out during the quarter.
Rise Advisors sold 588 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2024, an estimated $12K.
Rise Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2021 and held it in 10 quarters.
Rise Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $44.1K in Q4 2021.
198 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.