Apollon Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Apollon Wealth Management’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
2024 Q4	–	Sell	-34,647	Closed	-$760K	–	1254
2024 Q3	$760K	Buy	34,647 +279	+0.8%	+$5.88K	0.02%	567
2024 Q2	$675K	Sell	34,368 -114	-0.3%	-$2.28K	0.02%	581
2024 Q1	$712K	Buy	34,482 +1,898	+6%	+$38.3K	0.02%	570
2023 Q4	$689K	Buy	+32,584	New	+$633K	0.02%	571

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Apollon Wealth Management's PEY Position: Q4 2024 in Review

Apollon Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2024, closing a stake of 34,647 shares — an estimated $760K sold.

Apollon Wealth Management first reported a position in PEY in Q4 2023 and held it in 4 quarters. The position peaked at $760K in Q3 2024. 201 funds tracked by Wall St. Rank hold PEY as of Q4 2024.

Apollon Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
Apollon Wealth Management sold 34,647 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2024, an estimated $760K.
Apollon Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and held it in 4 quarters.
Apollon Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $760K in Q3 2024.
201 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.