Cyrus J. Lawrence’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$42K Hold
2,220
0.01% 105
2023
Q2
$42K Hold
2,220
0.01% 111
2023
Q1
$44K Hold
2,220
0.01% 112
2022
Q4
$46K Hold
2,220
0.01% 122
2022
Q3
$41K Hold
2,220
0.01% 119
2022
Q2
$46K Hold
2,220
0.01% 150
2022
Q1
$48K Buy
+2,220
New +$47.5K 0.01% 152

Other funds holding PEY

Cyrus J. Lawrence's PEY Position: Q3 2023 in Review

Cyrus J. Lawrence held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q3 2023 at 2,220 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #105.

Cyrus J. Lawrence first reported a position in PEY in Q1 2022 and has held it in 7 quarters since. The position peaked at $48K in Q1 2022. 194 funds tracked by Wall St. Rank hold PEY as of Q3 2023.

  • Cyrus J. Lawrence held 2,220 shares of Invesco High Yield Equity Dividend Achievers ETF worth $42K as of Q3 2023.
  • Cyrus J. Lawrence left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q3 2023.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Cyrus J. Lawrence's portfolio in Q3 2023, its #105 holding.
  • Cyrus J. Lawrence first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2022 and has held it in 7 quarters since.
  • Cyrus J. Lawrence's Invesco High Yield Equity Dividend Achievers ETF position peaked at $48K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2023.

Based on Cyrus J. Lawrence's 13F filing for Q3 2023, filed 9 Nov 2023.