Selective Wealth Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-21,578	Closed	-$366K	–	552
2022 Q3	$366K	Sell	21,578 -3,748	-15%	-$70.1K	0.16%	81
2022 Q2	$469K	Buy	25,326 +9,614	+61%	+$195K	0.17%	79
2022 Q1	$355K	Buy	+15,712	New	+$374K	0.13%	86
2018 Q3	$3K	Buy	+119	New	+$3.21K	0.04%	132

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Selective Wealth Management's PCY Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2022, closing a stake of 21,578 shares — an estimated $366K sold.

Selective Wealth Management first reported a position in PCY in Q3 2018 and held it in 4 quarters. The position peaked at $469K in Q2 2022. 203 funds tracked by Wall St. Rank hold PCY as of Q4 2022.

Selective Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 21,578 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2022, an estimated $366K.
Selective Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2018 and held it in 4 quarters.
Selective Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $469K in Q2 2022.
203 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.