AWM
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Avior Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Avior 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
Q3 		– Sell
-479
Closed -$9.42K – 2390
2024
Q2 		$9.42K Sell
479
-808
-63% -$16.1K ﹤0.01% 1532
2024
Q1 		$26.6K Buy
1,287
+15
+1% +$302 ﹤0.01% 1486
2023
Q4 		$26.9K Buy
1,272
+21
+2% +$408 ﹤0.01% 834
2023
Q3 		$24K Buy
1,251
+14
+1% +$279 ﹤0.01% 915
2023
Q2 		$23.8K Buy
1,237
+14
+1% +$270 ﹤0.01% 910
2023
Q1 		$24.4K Buy
+1,223
New +$25.2K ﹤0.01% 912

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Avior Wealth Management's PEY Position: Q3 2024 in Review

Avior Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2024, closing a stake of 479 shares — an estimated $9.42K sold.

Avior Wealth Management first reported a position in PEY in Q1 2023 and held it in 6 quarters. The position peaked at $26.9K in Q4 2023. 191 funds tracked by Wall St. Rank hold PEY as of Q3 2024.

  • Avior Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 479 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2024, an estimated $9.42K.
  • Avior Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2023 and held it in 6 quarters.
  • Avior Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $26.9K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.