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Summit Wealth Partners’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Summit Wealth Partners’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
2020
Q4 		– Sell
-18,826
Closed -$511K – 152
2020
Q3 		$511K Sell
18,826
-1,022
-5% -$28.2K 0.15% 90
2020
Q2 		$532K Buy
+19,848
New +$501K 0.17% 84

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Wealth Partners's PCY Position: Q4 2020 in Review

Summit Wealth Partners sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2020, closing a stake of 18,826 shares — an estimated $511K sold.

Summit Wealth Partners first reported a position in PCY in Q2 2020 and held it in 2 quarters. The position peaked at $532K in Q2 2020. 231 funds tracked by Wall St. Rank hold PCY as of Q4 2020.

  • Summit Wealth Partners reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 18,826 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2020, an estimated $511K.
  • Summit Wealth Partners first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2020 and held it in 2 quarters.
  • Summit Wealth Partners's Invesco Emerging Markets Sovereign Debt ETF position peaked at $532K in Q2 2020.
  • 231 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2020.

Based on Summit Wealth Partners's 13F filing for Q4 2020, filed 10 Sep 2024.