VWM
PCY icon

Venturi Wealth Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-696
Closed -$13.8K – 1462
2024
Q4 		$13.8K Sell
696
-56
-7% -$1.16K ﹤0.01% 1351
2024
Q3 		$16.2K Buy
752
+696
+1,243% +$14.5K ﹤0.01% 1075
2024
Q2 		$1.12K Hold
56
– – ﹤0.01% 1464
2024
Q1 		$1.15K Sell
56
-49
-47% -$987 ﹤0.01% 1335
2023
Q4 		$2.17K Hold
105
– – ﹤0.01% 1201
2023
Q3 		$1.92K Hold
105
– – ﹤0.01% 1176
2023
Q2 		$2.05K Hold
105
– – ﹤0.01% 918
2023
Q1 		$2.01K Buy
+105
New +$2.02K ﹤0.01% 1013

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return