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 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

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

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

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

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

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

Strategic Financial Concepts's PCY Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2024, closing a stake of 30,760 shares — an estimated $1.51K sold.

Strategic Financial Concepts first reported a position in PCY in Q1 2023 and held it in 4 quarters. The position peaked at $984K in Q2 2023. 194 funds tracked by Wall St. Rank hold PCY as of Q3 2024.

Strategic Financial Concepts reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2024 after selling out during the quarter.
Strategic Financial Concepts sold 30,760 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2024, an estimated $1.51K.
Strategic Financial Concepts first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2023 and held it in 4 quarters.
Strategic Financial Concepts's Invesco Emerging Markets Sovereign Debt ETF position peaked at $984K in Q2 2023.
194 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.