Clearview Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-163	Closed	-$3.13K	–	468
2023 Q2	$3.13K	Buy	163 +1	+0.6%	+$19	﹤0.01%	482
2023 Q1	$3.24K	Hold	162	–	–	﹤0.01%	473
2022 Q4	$3.37K	Sell	162 -54	-25%	-$1.1K	﹤0.01%	434
2022 Q3	$4K	Hold	216	–	–	﹤0.01%	434
2022 Q2	$4K	Hold	216	–	–	﹤0.01%	452
2022 Q1	$5K	Hold	216	–	–	﹤0.01%	454
2021 Q4	$5K	Sell	216 -109	-34%	-$2.24K	﹤0.01%	494
2021 Q3	$6K	Hold	325	–	–	﹤0.01%	485
2021 Q2	$7K	Buy	325 +2	+0.6%	+$42	﹤0.01%	479
2021 Q1	$7K	Buy	323 +3	+0.9%	+$57	﹤0.01%	455
2020 Q4	$6K	Buy	+320	New	+$5.2K	﹤0.01%	435

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Clearview Wealth Advisors's PEY Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2023, closing a stake of 163 shares — an estimated $3.13K sold.

Clearview Wealth Advisors first reported a position in PEY in Q4 2020 and held it in 11 quarters. The position peaked at $7K in Q2 2021. 194 funds tracked by Wall St. Rank hold PEY as of Q3 2023.

Clearview Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 163 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2023, an estimated $3.13K.
Clearview Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $7K in Q2 2021.
194 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.