UCFA
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United Capital Financial Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

United Capital 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
2022
Q1 		– Sell
-19,905
Closed -$524K – 1204
2021
Q4 		$524K Sell
19,905
-2,045
-9% -$54.1K ﹤0.01% 843
2021
Q3 		$585K Buy
21,950
+497
+2% +$13.7K ﹤0.01% 820
2021
Q2 		$593K Sell
21,453
-8,099
-27% -$222K ﹤0.01% 826
2021
Q1 		$791K Sell
29,552
-71
-0.2% -$1.97K ﹤0.01% 729
2020
Q4 		$854K Buy
29,623
+67
+0.2% +$1.87K 0.01% 714
2020
Q3 		$802K Sell
29,556
-150
-0.5% -$4.14K 0.01% 715
2020
Q2 		$796K Sell
29,706
-2,212
-7% -$55.9K 0.01% 728
2020
Q1 		$763K Sell
31,918
-24,715
-44% -$694K 0.01% 694
2019
Q4 		$1.68M Buy
56,633
+4
+0% +$116 0.01% 636
2019
Q3 		$1.65M Sell
56,629
-121
-0.2% -$3.55K 0.01% 624
2019
Q2 		$1.65M Hold
56,750
– – 0.01% 670
2019
Q1 		$1.59M Sell
56,750
-100,672
-64% -$2.76M 0.01% 651
2018
Q4 		$4.16M Buy
157,422
+126,932
+416% +$3.34M 0.03% 410
2018
Q3 		$823K Buy
30,490
+43
+0.1% +$1.16K 0.01% 832
2018
Q2 		$807K Sell
30,447
-825
-3% -$22.5K 0.01% 816
2018
Q1 		$882K Sell
31,272
-8,095
-21% -$232K 0.01% 804
2017
Q4 		$1.16M Buy
39,367
+748
+2% +$22.1K 0.01% 745
2017
Q3 		$1.15M Buy
+38,619
New +$1.14M 0.01% 741
2016
Q2 		– Sell
-46,275
Closed -$1.31M – 1275
2016
Q1 		$1.31M Buy
+46,275
New +$1.27M 0.01% 634
2015
Q2 		– Sell
-66,335
Closed -$1.9M – 1298
2015
Q1 		$1.9M Buy
66,335
+5,574
+9% +$158K 0.02% 571
2014
Q4 		$1.71M Buy
+60,761
New +$1.74M 0.03% 513
2014
Q3 		– Sell
-101,582
Closed -$2.96M – 1117
2014
Q2 		$2.96M Sell
101,582
-14,254
-12% -$409K 0.06% 328
2014
Q1 		$3.24M Sell
115,836
-137,033
-54% -$3.74M 0.07% 280
2013
Q4 		$6.83M Sell
252,869
-34,674
-12% -$946K 0.23% 115
2013
Q3 		$7.86M Buy
+287,543
New +$7.8M 0.25% 90

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
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

United Capital Financial Advisors's PCY Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2022, closing a stake of 19,905 shares — an estimated $524K sold.

United Capital Financial Advisors first reported a position in PCY in Q3 2013 and held it in 25 quarters. The position peaked at $7.86M in Q3 2013. 231 funds tracked by Wall St. Rank hold PCY as of Q1 2022.

  • United Capital Financial Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 19,905 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2022, an estimated $524K.
  • United Capital Financial Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2013 and held it in 25 quarters.
  • United Capital Financial Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $7.86M in Q3 2013.
  • 231 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.