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Ritter Daniher Financial Advisory’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Ritter Daniher Financial Advisory’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
2023
Q3 		– Sell
-4
Closed -$78 – 369
2023
Q2 		$78 Buy
+4
New +$76 ﹤0.01% 326

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ritter Daniher Financial Advisory's PCY Position: Q3 2023 in Review

Ritter Daniher Financial Advisory sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2023, closing a stake of 4 shares — an estimated $78 sold.

Ritter Daniher Financial Advisory first reported a position in PCY in Q2 2023 and held it in 1 quarter. The position peaked at $78 in Q2 2023. 193 funds tracked by Wall St. Rank hold PCY as of Q3 2023.

  • Ritter Daniher Financial Advisory reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 4 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2023, an estimated $78.
  • Ritter Daniher Financial Advisory first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2023 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's Invesco Emerging Markets Sovereign Debt ETF position peaked at $78 in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2023, filed 9 Nov 2023.