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

EPG 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
2021
Q4 		– Sell
-304
Closed -$6K – 401
2021
Q3 		$6K Buy
+304
New +$6.15K ﹤0.01% 348
2020
Q1 		– Sell
-400
Closed -$8K – 838
2019
Q4 		$8K Buy
+400
New +$7.35K 0.01% 449

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

EPG Wealth Management's PEY Position: Q4 2021 in Review

EPG Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2021, closing a stake of 304 shares — an estimated $6K sold.

EPG Wealth Management first reported a position in PEY in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 155 funds tracked by Wall St. Rank hold PEY as of Q4 2021.

  • EPG Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
  • EPG Wealth Management sold 304 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2021, an estimated $6K.
  • EPG Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $8K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2021.

Based on EPG Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.