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

Valeo 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
-26,800
Closed -$717K – 1428
2021
Q1 		$717K Hold
26,800
– – 0.03% 221
2020
Q4 		$773K Buy
+26,800
New +$748K 0.04% 184
2020
Q1 		– Sell
-561
Closed -$17K – 1889
2019
Q4 		$17K Buy
+561
New +$16.3K ﹤0.01% 956
2018
Q4 		– Sell
-629
Closed -$16K – 1667
2018
Q3 		$16K Buy
629
+379
+152% +$10.2K ﹤0.01% 846
2018
Q2 		$7K Buy
250
+150
+150% +$4.08K ﹤0.01% 1048
2018
Q1 		$3K Buy
+100
New +$2.87K ﹤0.01% 1266

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return