SFP
PCY icon

Sterling Financial Planning’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-182
Closed -$5K – 297
2021
Q3 		$5K Sell
182
-106
-37% -$2.92K ﹤0.01% 361
2021
Q2 		$8K Buy
288
+3
+1% +$82 0.01% 318
2021
Q1 		$8K Buy
285
+4
+1% +$111 0.01% 289
2020
Q4 		$8K Buy
+281
New +$7.84K 0.01% 273

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sterling Financial Planning's PCY Position: Q4 2021 in Review

Sterling Financial Planning sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2021, closing a stake of 182 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in PCY in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q2 2021. 257 funds tracked by Wall St. Rank hold PCY as of Q4 2021.

  • Sterling Financial Planning reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 182 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2021, an estimated $5K.
  • Sterling Financial Planning first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Invesco Emerging Markets Sovereign Debt ETF position peaked at $8K in Q2 2021.
  • 257 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.