Daniel L. Goodwin’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Daniel L. Goodwin’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
2023 Q1	–	Sell	-39,700	Closed	-$821K	–	94
2022 Q4	$821K	Hold	39,700	–	–	0.42%	29
2022 Q3	$739K	Sell	39,700 -300	-0.8%	-$6.2K	0.43%	33
2022 Q2	$823K	Sell	40,000 -1,900	-5%	-$40.7K	0.45%	32
2022 Q1	$914K	Buy	41,900 +1,000	+2%	+$21.4K	0.4%	32
2021 Q4	$859K	Sell	40,900 -300	-0.7%	-$6.16K	0.38%	39
2021 Q3	$816K	Hold	41,200	–	–	0.38%	37
2021 Q2	$852K	Sell	41,200 -800	-2%	-$16.8K	0.41%	41
2021 Q1	$851K	Sell	42,000 -1,000	-2%	-$18.9K	0.44%	40
2020 Q4	$746K	Sell	43,000 -2,000	-4%	-$32.5K	0.44%	43
2020 Q3	$643K	Hold	45,000	–	–	0.45%	43
2020 Q2	$647K	Buy	45,000 +15,000	+50%	+$211K	0.41%	43
2020 Q1	$389K	Buy	+30,000	New	+$512K	0.31%	54

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Daniel L. Goodwin's PEY Position: Q1 2023 in Review

Daniel L. Goodwin sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2023, closing a stake of 39,700 shares — an estimated $821K sold.

Daniel L. Goodwin first reported a position in PEY in Q1 2020 and held it in 12 quarters. The position peaked at $914K in Q1 2022. 193 funds tracked by Wall St. Rank hold PEY as of Q1 2023.

Daniel L. Goodwin reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
Daniel L. Goodwin sold 39,700 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2023, an estimated $821K.
Daniel L. Goodwin first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2020 and held it in 12 quarters.
Daniel L. Goodwin's Invesco High Yield Equity Dividend Achievers ETF position peaked at $914K in Q1 2022.
193 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2023.

Based on Daniel L. Goodwin's 13F filing for Q1 2023, filed 20 Apr 2023.