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

Smallwood Wealth 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
2025
Q3 		– Sell
-29
Closed -$592 – 569
2025
Q2 		$592 Buy
+29
New +$574 ﹤0.01% 488

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Smallwood Wealth Investment Management's PCY Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2025, closing a stake of 29 shares — an estimated $592 sold.

Smallwood Wealth Investment Management first reported a position in PCY in Q2 2025 and held it in 1 quarter. The position peaked at $592 in Q2 2025. 186 funds tracked by Wall St. Rank hold PCY as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 29 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2025, an estimated $592.
  • Smallwood Wealth Investment Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $592 in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.