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Position history for WAWaverly Advisors, LLC's holdings in INVESCO EXCH TRADED FD TR II

Waverly Advisors, LLC holds 338,938 shares of PCY (INVESCO EXCH TRADED FD TR II), worth $7.3M as of 2026-Q2. The position was increased (+0.8% shares). PCY represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$7.3M

Current Shares

338,938

Total Value Change

+$721,477

Total Shares Change

+31,192

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
338,938
+0.8%
$7.3M0.0%$21.54
27
2026-Q1
Decreased
336,376
-1.4%
$7M0.1%$20.49
0
2025-Q4
Increased
341,267
+4.0%
$7.4M0.1%$20.93
28
2025-Q3
Increased
328,168
+5.0%
$7.1M0.1%$20.53
29
2025-Q2
Decreased
312,664
-1.4%
$6.4M0.1%$19.17
0
2025-Q1
Increased
317,217
+3.9%
$6.4M0.1%$18.61
28
2024-Q4
Decreased
305,393
-0.8%
$6.1M0.1%$18.00
0
2024-Q3
Increased
307,746
+0.4%
$6.6M0.1%$19.21
33

Other major holders of PCY: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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