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Atlantic Edge Private Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Atlantic Edge Private 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
Q2 		– Sell
-8
Closed -$166 – 503
2024
Q1 		$166 Hold
8
– – ﹤0.01% 480
2023
Q4 		$168 Buy
+8
New +$155 ﹤0.01% 459

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PEY Position: Q2 2024 in Review

Atlantic Edge Private Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2024, closing a stake of 8 shares — an estimated $166 sold.

Atlantic Edge Private Wealth Management first reported a position in PEY in Q4 2023 and held it in 2 quarters. The position peaked at $168 in Q4 2023. 203 funds tracked by Wall St. Rank hold PEY as of Q2 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 8 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2024, an estimated $166.
  • Atlantic Edge Private Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and held it in 2 quarters.
  • Atlantic Edge Private Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $168 in Q4 2023.
  • 203 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.