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Csenge Advisory Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Csenge Advisory Group’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
Q4 		– Sell
-10,608
Closed -$197K – 641
2022
Q3 		$197K Buy
+10,608
New +$219K 0.02% 565

Other funds holding PEY

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Csenge Advisory Group's PEY Position: Q4 2022 in Review

Csenge Advisory Group sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2022, closing a stake of 10,608 shares — an estimated $197K sold.

Csenge Advisory Group first reported a position in PEY in Q3 2022 and held it in 1 quarter. The position peaked at $197K in Q3 2022. 206 funds tracked by Wall St. Rank hold PEY as of Q4 2022.

  • Csenge Advisory Group reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 10,608 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2022, an estimated $197K.
  • Csenge Advisory Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2022 and held it in 1 quarter.
  • Csenge Advisory Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $197K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2022.

Based on Csenge Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.