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Stratos Wealth Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Stratos Wealth Advisors’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
2023
Q4 		– Sell
-39,869
Closed -$728K – 722
2023
Q3 		$728K Buy
39,869
+11,180
+39% +$215K 0.05% 366
2023
Q2 		$559K Buy
+28,689
New +$547K 0.04% 416

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 $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Stratos Wealth Advisors's PCY Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2023, closing a stake of 39,869 shares — an estimated $728K sold.

Stratos Wealth Advisors first reported a position in PCY in Q2 2023 and held it in 2 quarters. The position peaked at $728K in Q3 2023. 202 funds tracked by Wall St. Rank hold PCY as of Q4 2023.

  • Stratos Wealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 39,869 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2023, an estimated $728K.
  • Stratos Wealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2023 and held it in 2 quarters.
  • Stratos Wealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $728K in Q3 2023.
  • 202 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.