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Telemus Capital’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Telemus Capital’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 		$265K Buy
12,857
+2,151
+20% +$40.7K 0.02% 295
2023
Q3 		$196K Hold
10,706
– – 0.02% 296
2023
Q2 		$209K Hold
10,706
– – 0.02% 307
2023
Q1 		$205K Hold
10,706
– – 0.02% 307
2022
Q4 		$207K Buy
+10,706
New +$194K 0.02% 317

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Telemus Capital's PCY Position: Q4 2023 in Review

Telemus Capital increased its Invesco Emerging Markets Sovereign Debt ETF (PCY) stake by 20% in Q4 2023, buying an estimated $40.7K and bringing the position to 12,857 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #295.

Telemus Capital first reported a position in PCY in Q4 2022 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold PCY as of Q4 2023.

  • Telemus Capital held 12,857 shares of Invesco Emerging Markets Sovereign Debt ETF worth $265K as of Q4 2023.
  • Telemus Capital bought 2,151 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2023, an estimated $40.7K.
  • Invesco Emerging Markets Sovereign Debt ETF made up 0.02% of Telemus Capital's portfolio in Q4 2023, its #295 holding.
  • Telemus Capital first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2022 and has held it in 5 quarters since.
  • 202 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.