Bouchey Financial Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bouchey Financial Group’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 Q2	–	Sell	-11,600	Closed	-$150K	–	71
2020 Q1	$150K	Hold	11,600	–	–	0.04%	60
2019 Q4	$220K	Hold	11,600	–	–	0.05%	71
2019 Q3	$212K	Hold	11,600	–	–	0.05%	70
2019 Q2	$210K	Hold	11,600	–	–	0.05%	67
2019 Q1	$207K	Buy	+11,600	New	+$200K	0.05%	68
2018 Q1	–	Sell	-750,518	Closed	-$13.4M	–	71
2017 Q4	$13.4M	Buy	750,518 +22,572	+3%	+$395K	3.87%	10
2017 Q3	$12.5M	Buy	727,946 +22,648	+3%	+$382K	3.91%	8
2017 Q2	$11.9M	Buy	705,298 +56,834	+9%	+$962K	3.8%	8
2017 Q1	$11.1M	Buy	+648,464	New	+$11M	3.85%	9

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Bouchey Financial Group's PEY Position: Q2 2020 in Review

Bouchey Financial Group sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2020, closing a stake of 11,600 shares — an estimated $150K sold.

Bouchey Financial Group first reported a position in PEY in Q1 2017 and held it in 9 quarters. The position peaked at $13.4M in Q4 2017. 128 funds tracked by Wall St. Rank hold PEY as of Q2 2020.

Bouchey Financial Group reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2020 after selling out during the quarter.
Bouchey Financial Group sold 11,600 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2020, an estimated $150K.
Bouchey Financial Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2017 and held it in 9 quarters.
Bouchey Financial Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $13.4M in Q4 2017.
128 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2020.

Based on Bouchey Financial Group's 13F filing for Q2 2020, filed 28 Jul 2020.