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

BDO 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
2023 Q2	$35.4K	Hold	1,840	–	–	﹤0.01%	484
2023 Q1	$36.7K	Hold	1,840	–	–	﹤0.01%	475
2022 Q4	$38.1K	Hold	1,840	–	–	﹤0.01%	458
2022 Q3	$34K	Hold	1,840	–	–	﹤0.01%	474
2022 Q2	$38K	Hold	1,840	–	–	﹤0.01%	453
2022 Q1	$40K	Hold	1,840	–	–	﹤0.01%	473
2021 Q4	$39K	Hold	1,840	–	–	﹤0.01%	488
2021 Q3	$36K	Hold	1,840	–	–	﹤0.01%	495
2021 Q2	$38K	Hold	1,840	–	–	﹤0.01%	504
2021 Q1	$37K	Buy	+1,840	New	+$34.7K	﹤0.01%	501

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BDO Wealth Advisors's PEY Position: Q2 2023 in Review

BDO Wealth Advisors held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2023 at 1,840 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

BDO Wealth Advisors first reported a position in PEY in Q1 2021 and has held it in 10 quarters since. The position peaked at $40K in Q1 2022. 197 funds tracked by Wall St. Rank hold PEY as of Q2 2023.

BDO Wealth Advisors held 1,840 shares of Invesco High Yield Equity Dividend Achievers ETF worth $35.4K as of Q2 2023.
BDO Wealth Advisors left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2023.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #484 holding.
BDO Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $40K in Q1 2022.
197 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.