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True Link Financial Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

True Link Financial 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
2021
Q2 		– Sell
-42
Closed -$2K – 736
2021
Q1 		$2K Sell
42
-1,873
-98% -$51.9K ﹤0.01% 680
2020
Q4 		$74K Buy
+1,915
New +$53.5K 0.01% 483

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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 $1.98B AUM 26.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

True Link Financial Advisors's PCY Position: Q2 2021 in Review

True Link Financial Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2021, closing a stake of 42 shares — an estimated $2K sold.

True Link Financial Advisors first reported a position in PCY in Q4 2020 and held it in 2 quarters. The position peaked at $74K in Q4 2020. 226 funds tracked by Wall St. Rank hold PCY as of Q2 2021.

  • True Link Financial Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 42 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2021, an estimated $2K.
  • True Link Financial Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2020 and held it in 2 quarters.
  • True Link Financial Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $74K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2021.

Based on True Link Financial Advisors's 13F filing for Q2 2021, filed 19 Aug 2021.