Certified Advisory Corp’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-1,129	Closed	-$23K	–	579
2021 Q1	$23K	Buy	+1,129	New	+$21.3K	0.01%	471
2020 Q2	$40K	Buy	2,757 +1,249	+83%	+$17.6K	0.01%	334
2020 Q1	$20K	Buy	1,508 +157	+12%	+$2.68K	0.01%	416
2019 Q4	$26K	Buy	1,351 +222	+20%	+$4.08K	0.01%	426
2019 Q3	$21K	Sell	1,129 -2,758	-71%	-$49.8K	0.01%	480
2019 Q2	$71K	Buy	3,887 +2,758	+244%	+$49.4K	0.03%	268
2019 Q1	$20K	Buy	+1,129	New	+$19.5K	0.01%	455

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Certified Advisory Corp's PEY Position: Q2 2021 in Review

Certified Advisory Corp sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2021, closing a stake of 1,129 shares — an estimated $23K sold.

Certified Advisory Corp first reported a position in PEY in Q1 2019 and held it in 7 quarters. The position peaked at $71K in Q2 2019. 138 funds tracked by Wall St. Rank hold PEY as of Q2 2021.

Certified Advisory Corp reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,129 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2021, an estimated $23K.
Certified Advisory Corp first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2019 and held it in 7 quarters.
Certified Advisory Corp's Invesco High Yield Equity Dividend Achievers ETF position peaked at $71K in Q2 2019.
138 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.