Edge Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Edge Advisors’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
2018 Q2	$91K	Hold	5,219	–	–	0.01%	414
2018 Q1	$88K	Hold	5,219	–	–	0.01%	430
2017 Q4	$92K	Hold	5,219	–	–	0.01%	412
2017 Q3	$89K	Buy	+5,219	New	+$88.1K	0.01%	404
2017 Q1	–	Sell	-2,868	Closed	-$48K	–	979
2016 Q4	$48K	Buy	+2,868	New	+$46.3K	0.01%	474

Other funds holding PEY

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Edge Advisors's PEY Position: Q2 2018 in Review

Edge Advisors held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2018 at 5,219 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #414.

Edge Advisors first reported a position in PEY in Q4 2016 and has held it in 5 quarters since. The position peaked at $92K in Q4 2017. 110 funds tracked by Wall St. Rank hold PEY as of Q2 2018.

Edge Advisors held 5,219 shares of Invesco High Yield Equity Dividend Achievers ETF worth $91K as of Q2 2018.
Edge Advisors left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2018.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #414 holding.
Edge Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2016 and has held it in 5 quarters since.
Edge Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $92K in Q4 2017.
110 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.