RIM
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Rockbridge Investment Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-20
Closed -$413 – 484
2023
Q4 		$413 Buy
+20
New +$378 ﹤0.01% 624
2022
Q3 		– Sell
-20
Closed -$371 – 457
2022
Q2 		$371 Hold
20
– – ﹤0.01% 610
2022
Q1 		$454 Hold
20
– – ﹤0.01% 768
2021
Q4 		$1K Hold
20
– – ﹤0.01% 769
2021
Q3 		$1K Hold
20
– – ﹤0.01% 717
2021
Q2 		$1K Hold
20
– – ﹤0.01% 710
2021
Q1 		$1K Hold
20
– – ﹤0.01% 691
2020
Q4 		$1K Buy
+20
New +$558 ﹤0.01% 665

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return