Creative Financial Designs’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-3,715	Closed	-$74K	–	1376
2021 Q3	$74K	Buy	3,715 +1,012	+37%	+$20.5K	0.01%	515
2021 Q2	$56K	Buy	+2,703	New	+$56.6K	0.01%	576
2019 Q1	–	Sell	-22,790	Closed	-$361K	–	623
2018 Q4	$361K	Sell	22,790 -237	-1%	-$4.07K	0.26%	76
2018 Q3	$413K	Sell	23,027 -13,652	-37%	-$246K	0.24%	82
2018 Q2	$646K	Sell	36,679 -6,826	-16%	-$118K	0.38%	63
2018 Q1	$740K	Sell	43,505 -60,620	-58%	-$1.07M	0.47%	53
2017 Q4	$1.85M	Sell	104,125 -26,245	-20%	-$459K	1.26%	20
2017 Q3	$2.24M	Buy	130,370 +19,315	+17%	+$326K	1.28%	18
2017 Q2	$1.87M	Buy	111,055 +8,043	+8%	+$136K	1.2%	22
2017 Q1	$1.76M	Buy	103,012 +91,633	+805%	+$1.56M	1.26%	22
2016 Q4	$193K	Buy	+11,379	New	+$184K	0.16%	121

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Creative Financial Designs's PEY Position: Q4 2021 in Review

Creative Financial Designs sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2021, closing a stake of 3,715 shares — an estimated $74K sold.

Creative Financial Designs first reported a position in PEY in Q4 2016 and held it in 11 quarters. The position peaked at $2.24M in Q3 2017. 155 funds tracked by Wall St. Rank hold PEY as of Q4 2021.

Creative Financial Designs reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 3,715 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2021, an estimated $74K.
Creative Financial Designs first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2016 and held it in 11 quarters.
Creative Financial Designs's Invesco High Yield Equity Dividend Achievers ETF position peaked at $2.24M in Q3 2017.
155 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.