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

Atlas Private 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
2024 Q1	–	Sell	-20,720	Closed	-$438K	–	152
2023 Q4	$438K	Sell	20,720 -12,598	-38%	-$245K	0.08%	89
2023 Q3	$639K	Sell	33,318 -21,433	-39%	-$427K	0.12%	92
2023 Q2	$1.05M	Buy	54,751 +24,291	+80%	+$469K	0.21%	72
2023 Q1	$607K	Buy	30,460 +1,033	+4%	+$21.3K	0.28%	67
2022 Q4	$609K	Buy	29,427 +14,007	+91%	+$286K	0.32%	68
2022 Q3	$287K	Buy	15,420 +3,792	+33%	+$78.3K	0.17%	103
2022 Q2	$239K	Buy	+11,628	New	+$249K	0.14%	116
2021 Q4	–	Sell	-3,807	Closed	-$75K	–	546
2021 Q3	$75K	Sell	3,807 -171	-4%	-$3.46K	0.04%	198
2021 Q2	$82K	Buy	3,978 +715	+22%	+$15K	0.04%	182
2021 Q1	$66K	Sell	3,263 -3,129	-49%	-$59.1K	0.04%	207
2020 Q4	$111K	Sell	6,392 -646	-9%	-$10.5K	0.07%	144
2020 Q3	$101K	Sell	7,038 -1,723	-20%	-$25.3K	0.08%	142
2020 Q2	$126K	Buy	+8,761	New	+$123K	0.11%	129

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Atlas Private Wealth Advisors's PEY Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2024, closing a stake of 20,720 shares — an estimated $438K sold.

Atlas Private Wealth Advisors first reported a position in PEY in Q2 2020 and held it in 13 quarters. The position peaked at $1.05M in Q2 2023. 212 funds tracked by Wall St. Rank hold PEY as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 20,720 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2024, an estimated $438K.
Atlas Private Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2020 and held it in 13 quarters.
Atlas Private Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $1.05M in Q2 2023.
212 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.