Archford Capital Strategies’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Archford Capital 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	-584	Closed	-$10K	–	639
2018 Q2	$10K	Sell	584 -150	-20%	-$2.59K	﹤0.01%	425
2018 Q1	$13K	Buy	+734	New	+$12.9K	0.01%	315
2017 Q2	–	Sell	-665	Closed	-$11K	–	500
2017 Q1	$11K	Sell	665 -10,000	-94%	-$170K	﹤0.01%	419
2016 Q4	$180K	Sell	10,665 -179	-2%	-$2.89K	0.08%	172
2016 Q3	$172K	Sell	10,844 -52	-0.5%	-$819	0.07%	186
2016 Q2	$169K	Buy	+10,896	New	+$161K	0.09%	163

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

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

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 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

Archford Capital Strategies's PEY Position: Q3 2018 in Review

Archford Capital Strategies sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2018, closing a stake of 584 shares — an estimated $10K sold.

Archford Capital Strategies first reported a position in PEY in Q2 2016 and held it in 6 quarters. The position peaked at $180K in Q4 2016. 117 funds tracked by Wall St. Rank hold PEY as of Q3 2018.

Archford Capital Strategies reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 584 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2018, an estimated $10K.
Archford Capital Strategies first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2016 and held it in 6 quarters.
Archford Capital Strategies's Invesco High Yield Equity Dividend Achievers ETF position peaked at $180K in Q4 2016.
117 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.