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AJ Wealth Strategies’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

AJ Wealth Strategies’s Portfolio PEY Stock Details PEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,454
Closed -$184K – 110
2018
Q2 		$184K Buy
+10,454
New +$181K 0.04% 93

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

AJ Wealth Strategies's PEY Position: Q3 2018 in Review

AJ Wealth Strategies sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2018, closing a stake of 10,454 shares — an estimated $184K sold.

AJ Wealth Strategies first reported a position in PEY in Q2 2018 and held it in 1 quarter. The position peaked at $184K in Q2 2018. 117 funds tracked by Wall St. Rank hold PEY as of Q3 2018.

  • AJ Wealth Strategies reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2018 after selling out during the quarter.
  • AJ Wealth Strategies sold 10,454 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2018, an estimated $184K.
  • AJ Wealth Strategies first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2018 and held it in 1 quarter.
  • AJ Wealth Strategies's Invesco High Yield Equity Dividend Achievers ETF position peaked at $184K in Q2 2018.
  • 117 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2018.

Based on AJ Wealth Strategies's 13F filing for Q3 2018, filed 15 Nov 2018.