Bingham Osborn & Scarborough’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bingham Osborn & Scarborough’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
2019 Q2	–	Sell	-15,500	Closed	-$277K	–	150
2019 Q1	$277K	Hold	15,500	–	–	0.03%	122
2018 Q4	$246K	Hold	15,500	–	–	0.03%	118
2018 Q3	$278K	Hold	15,500	–	–	0.02%	118
2018 Q2	$273K	Hold	15,500	–	–	0.03%	117
2018 Q1	$264K	Hold	15,500	–	–	0.02%	119
2017 Q4	$276K	Buy	+15,500	New	+$271K	0.03%	110

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

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bingham Osborn & Scarborough's PEY Position: Q2 2019 in Review

Bingham Osborn & Scarborough sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2019, closing a stake of 15,500 shares — an estimated $277K sold.

Bingham Osborn & Scarborough first reported a position in PEY in Q4 2017 and held it in 6 quarters. The position peaked at $278K in Q3 2018. 120 funds tracked by Wall St. Rank hold PEY as of Q2 2019.

Bingham Osborn & Scarborough reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2019 after selling out during the quarter.
Bingham Osborn & Scarborough sold 15,500 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2019, an estimated $277K.
Bingham Osborn & Scarborough first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2017 and held it in 6 quarters.
Bingham Osborn & Scarborough's Invesco High Yield Equity Dividend Achievers ETF position peaked at $278K in Q3 2018.
120 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2019.

Based on Bingham Osborn & Scarborough's 13F filing for Q2 2019, filed 2 Aug 2019.