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

Sheets Smith 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
2023
Q4 		– Sell
-200
Closed -$3.65K – 448
2023
Q3 		$3.65K Buy
+200
New +$3.84K ﹤0.01% 466

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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Sheets Smith Wealth Management's PCY Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2023, closing a stake of 200 shares — an estimated $3.65K sold.

Sheets Smith Wealth Management first reported a position in PCY in Q3 2023 and held it in 1 quarter. The position peaked at $3.65K in Q3 2023. 202 funds tracked by Wall St. Rank hold PCY as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 200 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2023, an estimated $3.65K.
  • Sheets Smith Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $3.65K in Q3 2023.
  • 202 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.