CCM
PEY icon

CWH Capital Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

CWH Capital Management’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
2020
Q4 		$568K Buy
32,665
+14,027
+75% +$228K 0.24% 66
2020
Q3 		$268K Buy
18,638
+5,899
+46% +$86.7K 0.12% 75
2020
Q2 		$184K Buy
+12,739
New +$179K 0.09% 62

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CWH Capital Management's PEY Position: Q4 2020 in Review

CWH Capital Management increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 75% in Q4 2020, buying an estimated $228K and bringing the position to 32,665 shares worth $568K. The position accounts for 0.24% of the portfolio, ranked #66.

CWH Capital Management first reported a position in PEY in Q2 2020 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold PEY as of Q4 2020.

  • CWH Capital Management held 32,665 shares of Invesco High Yield Equity Dividend Achievers ETF worth $568K as of Q4 2020.
  • CWH Capital Management bought 14,027 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2020, an estimated $228K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.24% of CWH Capital Management's portfolio in Q4 2020, its #66 holding.
  • CWH Capital Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2020 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.