UFPG
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United Financial Planning Group’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

United Financial Planning Group’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
2026
Q1 		– Sell
-21
Closed -$455 – 574
2025
Q4 		$455 Buy
+21
New +$457 ﹤0.01% 406

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

United Financial Planning Group's PCY Position: Q1 2026 in Review

United Financial Planning Group sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2026, closing a stake of 21 shares — an estimated $455 sold.

United Financial Planning Group first reported a position in PCY in Q4 2025 and held it in 1 quarter. The position peaked at $455 in Q4 2025. 192 funds tracked by Wall St. Rank hold PCY as of Q1 2026.

  • United Financial Planning Group reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 21 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2026, an estimated $455.
  • United Financial Planning Group first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Invesco Emerging Markets Sovereign Debt ETF position peaked at $455 in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.