WA
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Wambolt & Associates’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Wambolt & Associates’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
Q2 		– Sell
-9,516
Closed -$216K – 246
2022
Q1 		$216K Sell
9,516
-1,304
-12% -$31.1K 0.08% 230
2021
Q4 		$285K Sell
10,820
-441
-4% -$11.7K 0.1% 205
2021
Q3 		$300K Sell
11,261
-717
-6% -$19.7K 0.12% 189
2021
Q2 		$329K Buy
11,978
+44
+0.4% +$1.21K 0.14% 185
2021
Q1 		$322K Buy
11,934
+3,211
+37% +$89K 0.17% 173
2020
Q4 		$252K Buy
+8,723
New +$244K 0.15% 178
2019
Q1 		– Sell
-13,785
Closed -$364K – 157
2018
Q4 		$364K Buy
+13,785
New +$362K 0.4% 85

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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 $2.07B AUM 4.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return