Brown Miller Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,671
Closed -$262K 125
2022
Q4
$262K Sell
12,671
-3,196
-20% -$65.3K 0.17% 109
2022
Q3
$294K Hold
15,867
0.21% 93
2022
Q2
$326K Buy
+15,867
New +$340K 0.22% 88

Other funds holding PEY

Brown Miller Wealth Management's PEY Position: Q1 2023 in Review

Brown Miller Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2023, closing a stake of 12,671 shares — an estimated $262K sold.

Brown Miller Wealth Management first reported a position in PEY in Q2 2022 and held it in 3 quarters. The position peaked at $326K in Q2 2022. 193 funds tracked by Wall St. Rank hold PEY as of Q1 2023.

  • Brown Miller Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • Brown Miller Wealth Management sold 12,671 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2023, an estimated $262K.
  • Brown Miller Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2022 and held it in 3 quarters.
  • Brown Miller Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $326K in Q2 2022.
  • 193 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2023.

Based on Brown Miller Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.