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Carl Stuart Investment Advisor’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Carl Stuart Investment Advisor’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
2022
Q2 		– Sell
-4,085
Closed -$892K – 78
2022
Q1 		$892K Buy
+4,085
New +$87.5K 0.06% 52

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Carl Stuart Investment Advisor's PEY Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2022, closing a stake of 4,085 shares — an estimated $892K sold.

Carl Stuart Investment Advisor first reported a position in PEY in Q1 2022 and held it in 1 quarter. The position peaked at $892K in Q1 2022. 184 funds tracked by Wall St. Rank hold PEY as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 4,085 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2022, an estimated $892K.
  • Carl Stuart Investment Advisor first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Invesco High Yield Equity Dividend Achievers ETF position peaked at $892K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.