Bright Futures Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bright Futures 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	-23,448	Closed	-$493K	–	231
2024 Q2	$493K	Hold	23,448	–	–	0.27%	107
2024 Q1	$456K	Buy	+23,448	New	+$473K	0.25%	111

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

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

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

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 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

Bright Futures Wealth Management's PEY Position: Q3 2024 in Review

Bright Futures Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2024, closing a stake of 23,448 shares — an estimated $493K sold.

Bright Futures Wealth Management first reported a position in PEY in Q1 2024 and held it in 2 quarters. The position peaked at $493K in Q2 2024. 191 funds tracked by Wall St. Rank hold PEY as of Q3 2024.

Bright Futures Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 23,448 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2024, an estimated $493K.
Bright Futures Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2024 and held it in 2 quarters.
Bright Futures Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $493K in Q2 2024.
191 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2024.

Based on Bright Futures Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.