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Safeguard Investment Advisory Group’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-976
Closed -$28K – 515
2020
Q4 		$28K Buy
+976
New +$27.2K 0.02% 269

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PO
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Safeguard Investment Advisory Group's PCY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2021, closing a stake of 976 shares — an estimated $28K sold.

Safeguard Investment Advisory Group first reported a position in PCY in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 231 funds tracked by Wall St. Rank hold PCY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 976 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2021, an estimated $28K.
  • Safeguard Investment Advisory Group first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco Emerging Markets Sovereign Debt ETF position peaked at $28K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.