Darwin Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Darwin Wealth 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 Q2	–	Sell	-6,459	Closed	-$83K	–	582
2020 Q1	$83K	Buy	+6,459	New	+$110K	0.03%	191
2017 Q3	–	Sell	-10,274	Closed	-$173K	–	118
2017 Q2	$173K	Buy	10,274 +42	+0.4%	+$711	0.1%	127
2017 Q1	$175K	Buy	+10,232	New	+$174K	0.1%	122

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

UCFA

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Darwin Wealth Management's PEY Position: Q2 2020 in Review

Darwin Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2020, closing a stake of 6,459 shares — an estimated $83K sold.

Darwin Wealth Management first reported a position in PEY in Q1 2017 and held it in 3 quarters. The position peaked at $175K in Q1 2017. 128 funds tracked by Wall St. Rank hold PEY as of Q2 2020.

Darwin Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2020 after selling out during the quarter.
Darwin Wealth Management sold 6,459 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2020, an estimated $83K.
Darwin Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2017 and held it in 3 quarters.
Darwin Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $175K in Q1 2017.
128 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.