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Toth Financial Advisory’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Toth Financial Advisory’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
2022
Q4 		– Sell
-465
Closed -$8K – 787
2022
Q3 		$8K Sell
465
-35
-7% -$654 ﹤0.01% 499
2022
Q2 		$9K Buy
+500
New +$10.1K ﹤0.01% 454

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Toth Financial Advisory's PCY Position: Q4 2022 in Review

Toth Financial Advisory sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2022, closing a stake of 465 shares — an estimated $8K sold.

Toth Financial Advisory first reported a position in PCY in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 204 funds tracked by Wall St. Rank hold PCY as of Q4 2022.

  • Toth Financial Advisory reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 465 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2022, an estimated $8K.
  • Toth Financial Advisory first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Invesco Emerging Markets Sovereign Debt ETF position peaked at $9K in Q2 2022.
  • 204 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.