SFC
PCY icon

Strategic Financial Concepts’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-30,760
Closed -$1.51K – 569
2024
Q2 		$1.51K Buy
+30,760
New +$621K ﹤0.01% 578
2023
Q4 		– Sell
-49,559
Closed -$905K – 224
2023
Q3 		$905K Sell
49,559
-919
-2% -$17.6K 0.31% 80
2023
Q2 		$984K Buy
50,478
+39,329
+353% +$750K 0.36% 72
2023
Q1 		$214K Buy
+11,149
New +$215K 0.09% 207

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return