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

Doyle 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
2019 Q3	–	Sell	-2,064	Closed	-$37K	–	592
2019 Q2	$37K	Buy	+2,064	New	+$37K	0.01%	422
2019 Q1	–	Sell	-2,044	Closed	-$32K	–	574
2018 Q4	$32K	Buy	+2,044	New	+$35.1K	0.01%	440

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Doyle Wealth Management's PEY Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2019, closing a stake of 2,064 shares — an estimated $37K sold.

Doyle Wealth Management first reported a position in PEY in Q4 2018 and held it in 2 quarters. The position peaked at $37K in Q2 2019. 125 funds tracked by Wall St. Rank hold PEY as of Q3 2019.

Doyle Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 2,064 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2019, an estimated $37K.
Doyle Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $37K in Q2 2019.
125 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.