Sound Stewardship’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Sound Stewardship’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 Q4	–	Sell	-9,811	Closed	-$211K	–	62
2024 Q3	$211K	Sell	9,811 -1,905	-16%	-$39.6K	0.12%	57
2024 Q2	$234K	Hold	11,716	–	–	0.14%	52
2024 Q1	$240K	Sell	11,716 -18,608	-61%	-$375K	0.15%	55
2023 Q4	$625K	Sell	30,324 -3,046	-9%	-$57.6K	0.41%	39
2023 Q3	$610K	Sell	33,370 -90	-0.3%	-$1.73K	0.41%	40
2023 Q2	$652K	Sell	33,460 -147	-0.4%	-$2.81K	0.43%	39
2023 Q1	$645K	Sell	33,607 -1,994	-6%	-$38.4K	0.43%	39
2022 Q4	$665K	Buy	+35,601	New	+$644K	0.49%	37

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Sound Stewardship's PCY Position: Q4 2024 in Review

Sound Stewardship sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2024, closing a stake of 9,811 shares — an estimated $211K sold.

Sound Stewardship first reported a position in PCY in Q4 2022 and held it in 8 quarters. The position peaked at $665K in Q4 2022. 186 funds tracked by Wall St. Rank hold PCY as of Q4 2024.

Sound Stewardship reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2024 after selling out during the quarter.
Sound Stewardship sold 9,811 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2024, an estimated $211K.
Sound Stewardship first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2022 and held it in 8 quarters.
Sound Stewardship's Invesco Emerging Markets Sovereign Debt ETF position peaked at $665K in Q4 2022.
186 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2024.

Based on Sound Stewardship's 13F filing for Q4 2024, filed 22 Jan 2025.