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Clear Perspectives Financial Planning’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$31.3K Sell
1,570
-194,320
-99% -$4M 0.02% 91
2022
Q4 		$4.05M Buy
195,890
+18,285
+10% +$373K 2.15% 16
2022
Q3 		$3.3M Buy
+177,605
New +$3.67M 1.62% 16

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Clear Perspectives Financial Planning's PEY Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 99% in Q1 2023, selling an estimated $4M and leaving 1,570 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #91.

Clear Perspectives Financial Planning first reported a position in PEY in Q3 2022 and has held it in 3 quarters since. The position peaked at $4.05M in Q4 2022. 193 funds tracked by Wall St. Rank hold PEY as of Q1 2023.

  • Clear Perspectives Financial Planning held 1,570 shares of Invesco High Yield Equity Dividend Achievers ETF worth $31.3K as of Q1 2023.
  • Clear Perspectives Financial Planning sold 194,320 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2023, an estimated $4M.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #91 holding.
  • Clear Perspectives Financial Planning first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.05M in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.