American Financial Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

American Financial Advisors’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
2020 Q1	–	Sell	-12,543	Closed	-$229K	–	100
2019 Q4	$229K	Sell	12,543 -621	-5%	-$11.4K	0.04%	82
2019 Q3	$241K	Sell	13,164 -7,212	-35%	-$130K	0.05%	85
2019 Q2	$369K	Buy	20,376 +87	+0.4%	+$1.56K	0.07%	71
2019 Q1	$362K	Buy	20,289 +93	+0.5%	+$1.6K	0.07%	75
2018 Q4	$320K	Buy	+20,196	New	+$347K	0.07%	69

Other funds holding PEY

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

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

American Financial Advisors's PEY Position: Q1 2020 in Review

American Financial Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2020, closing a stake of 12,543 shares — an estimated $229K sold.

American Financial Advisors first reported a position in PEY in Q4 2018 and held it in 5 quarters. The position peaked at $369K in Q2 2019. 132 funds tracked by Wall St. Rank hold PEY as of Q1 2020.

American Financial Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
American Financial Advisors sold 12,543 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2020, an estimated $229K.
American Financial Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2018 and held it in 5 quarters.
American Financial Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $369K in Q2 2019.
132 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2020.

Based on American Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.