Avantax Planning Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Avantax Planning Partners’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
2020 Q1	–	Sell	-10,683	Closed	-$203K	–	304
2019 Q4	$203K	Hold	10,683	–	–	0.01%	294
2019 Q3	$196K	Sell	10,683 -165	-2%	-$2.98K	0.01%	297
2019 Q2	$199K	Hold	10,848	–	–	0.01%	288
2019 Q1	$194K	Hold	10,848	–	–	0.01%	284
2018 Q4	$172K	Hold	10,848	–	–	0.01%	259
2018 Q3	$195K	Hold	10,848	–	–	0.02%	243
2018 Q2	$191K	Hold	10,848	–	–	0.02%	231
2018 Q1	$185K	Sell	10,848 -32	-0.3%	-$562	0.02%	310
2017 Q4	$194K	Sell	10,880 -4,550	-29%	-$79.5K	0.02%	297
2017 Q3	$265K	Hold	15,430	–	–	0.02%	302
2017 Q2	$260K	Buy	+15,430	New	+$261K	0.02%	278

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avantax Planning Partners's PEY Position: Q1 2020 in Review

Avantax Planning Partners sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2020, closing a stake of 10,683 shares — an estimated $203K sold.

Avantax Planning Partners first reported a position in PEY in Q2 2017 and held it in 11 quarters. The position peaked at $265K in Q3 2017. 132 funds tracked by Wall St. Rank hold PEY as of Q1 2020.

Avantax Planning Partners reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
Avantax Planning Partners sold 10,683 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2020, an estimated $203K.
Avantax Planning Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2017 and held it in 11 quarters.
Avantax Planning Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $265K in Q3 2017.
132 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.