Arkadios Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-196	Closed	-$3K	–	1423
2021 Q3	$3K	Sell	196 -300	-60%	-$6.07K	﹤0.01%	1719
2021 Q2	$10K	Buy	496 +300	+153%	+$6.28K	﹤0.01%	1543
2021 Q1	$3K	Hold	196	–	–	﹤0.01%	1475
2020 Q4	$3K	Buy	+196	New	+$3.19K	﹤0.01%	1216

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Arkadios Wealth Advisors's PEY Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2021, closing a stake of 196 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in PEY in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 155 funds tracked by Wall St. Rank hold PEY as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 196 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2021, an estimated $3K.
Arkadios Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $10K in Q2 2021.
155 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.