Wealthspire Advisors (Maryland)’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-10	Closed	–	–	1562
2019 Q1	$0	Buy	+10	New	+$274	﹤0.01%	2559
2018 Q4	–	Sell	-3,033	Closed	-$82K	–	2534
2018 Q3	$82K	Sell	3,033 -275	-8%	-$7.41K	0.01%	771
2018 Q2	$88K	Sell	3,308 -792	-19%	-$21.6K	0.01%	754
2018 Q1	$116K	Hold	4,100	–	–	0.01%	655
2017 Q4	$121K	Sell	4,100 -2,000	-33%	-$59K	0.01%	641
2017 Q3	$182K	Hold	6,100	–	–	0.02%	507
2017 Q2	$179K	Buy	6,100 +5,400	+771%	+$159K	0.02%	490
2017 Q1	$20K	Hold	700	–	–	﹤0.01%	1084
2016 Q4	$20K	Hold	700	–	–	﹤0.01%	1020
2016 Q3	$21K	Hold	700	–	–	﹤0.01%	1038
2016 Q2	$21K	Hold	700	–	–	﹤0.01%	984
2016 Q1	$20K	Sell	700 -400	-36%	-$11K	﹤0.01%	971
2015 Q4	$30K	Buy	+1,100	New	+$30.6K	0.01%	839

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PCY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2019, closing a stake of 10 shares.

Wealthspire Advisors (Maryland) first reported a position in PCY in Q4 2015 and held it in 13 quarters. The position peaked at $182K in Q3 2017. 235 funds tracked by Wall St. Rank hold PCY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 10 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2019.
Wealthspire Advisors (Maryland) first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Invesco Emerging Markets Sovereign Debt ETF position peaked at $182K in Q3 2017.
235 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.