Atlas Capital Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Atlas Capital 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
2023 Q1	–	Sell	-1,928	Closed	-$39.9K	–	949
2022 Q4	$39.9K	Sell	1,928 -9,609	-83%	-$196K	0.01%	576
2022 Q3	$214K	Hold	11,537	–	–	0.04%	332
2022 Q2	$237K	Buy	+11,537	New	+$247K	0.04%	345

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Atlas Capital Advisors's PEY Position: Q1 2023 in Review

Atlas Capital Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2023, closing a stake of 1,928 shares — an estimated $39.9K sold.

Atlas Capital Advisors first reported a position in PEY in Q2 2022 and held it in 3 quarters. The position peaked at $237K in Q2 2022. 193 funds tracked by Wall St. Rank hold PEY as of Q1 2023.

Atlas Capital Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
Atlas Capital Advisors sold 1,928 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2023, an estimated $39.9K.
Atlas Capital Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2022 and held it in 3 quarters.
Atlas Capital Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $237K in Q2 2022.
193 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.