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Eudaimonia Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Eudaimonia Partners’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
Q2 		– Sell
-226
Closed -$5K – 1074
2021
Q1 		$5K Buy
+226
New +$4.27K ﹤0.01% 1336

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

Eudaimonia Partners's PEY Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2021, closing a stake of 226 shares — an estimated $5K sold.

Eudaimonia Partners first reported a position in PEY in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 138 funds tracked by Wall St. Rank hold PEY as of Q2 2021.

  • Eudaimonia Partners reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 226 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2021, an estimated $5K.
  • Eudaimonia Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $5K in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.