CT Financial Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

CT Financial 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
2017 Q1	$8.58K	Buy	502 +3	+0.6%	+$51	0.01%	465
2016 Q4	$8.45K	Buy	499 +5	+1%	+$81	0.01%	459
2016 Q3	$7.85K	Buy	494 +4	+0.8%	+$63	﹤0.01%	462
2016 Q2	$7.63K	Buy	490 +3	+0.6%	+$44	﹤0.01%	458
2016 Q1	$6.94K	Buy	487 +5	+1%	+$66	﹤0.01%	484
2015 Q4	$6.43K	Buy	482 +5	+1%	+$67	﹤0.01%	494
2015 Q3	$6.05K	Buy	477 +4	+0.8%	+$52	﹤0.01%	508
2015 Q2	$6.24K	Buy	473 +4	+0.9%	+$54	﹤0.01%	509
2015 Q1	$6.29K	Buy	469 +4	+0.9%	+$53	﹤0.01%	504
2014 Q4	$6.28K	Buy	+465	New	+$6.04K	﹤0.01%	422
2014 Q1	$6.29K	Buy	+469	New	+$5.5K	﹤0.01%	504

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

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

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

CT Financial Advisors's PEY Position: Q1 2017 in Review

CT Financial Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.6% in Q1 2017, buying an estimated $51 and bringing the position to 502 shares worth $8.58K. The position accounts for 0.01% of the portfolio, ranked #465.

CT Financial Advisors first reported a position in PEY in Q1 2014 and has held it in 11 quarters since. 116 funds tracked by Wall St. Rank hold PEY as of Q1 2017.

CT Financial Advisors held 502 shares of Invesco High Yield Equity Dividend Achievers ETF worth $8.58K as of Q1 2017.
CT Financial Advisors bought 3 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2017, an estimated $51.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #465 holding.
CT Financial Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2014 and has held it in 11 quarters since.
116 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.