SS
PCY icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return