Capital Directions Investment Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Capital Directions Investment 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
2019 Q2	–	Sell	-1,750	Closed	-$31K	–	92
2019 Q1	$31K	Hold	1,750	–	–	0.01%	73
2018 Q4	$28K	Buy	+1,750	New	+$30K	0.01%	79
2017 Q3	–	Sell	-1,364	Closed	-$23K	–	112
2017 Q2	$23K	Buy	+1,364	New	+$23.1K	0.01%	75

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 $79.5B AUM 27.1% 1-Year Est. Return

Capital Directions Investment Advisors's PEY Position: Q2 2019 in Review

Capital Directions Investment Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2019, closing a stake of 1,750 shares — an estimated $31K sold.

Capital Directions Investment Advisors first reported a position in PEY in Q2 2017 and held it in 3 quarters. The position peaked at $31K in Q1 2019. 120 funds tracked by Wall St. Rank hold PEY as of Q2 2019.

Capital Directions Investment Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2019 after selling out during the quarter.
Capital Directions Investment Advisors sold 1,750 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2019, an estimated $31K.
Capital Directions Investment Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2017 and held it in 3 quarters.
Capital Directions Investment Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $31K in Q1 2019.
120 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2019.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.