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

FAS Wealth 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
2020
Q1 		– Sell
-1,276
Closed -$24K – 313
2019
Q4 		$24K Buy
+1,276
New +$23.5K ﹤0.01% 250

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FAS Wealth Partners's PEY Position: Q1 2020 in Review

FAS Wealth Partners sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2020, closing a stake of 1,276 shares — an estimated $24K sold.

FAS Wealth Partners first reported a position in PEY in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 132 funds tracked by Wall St. Rank hold PEY as of Q1 2020.

  • FAS Wealth Partners reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • FAS Wealth Partners sold 1,276 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2020, an estimated $24K.
  • FAS Wealth Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2019 and held it in 1 quarter.
  • FAS Wealth Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $24K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2020.

Based on FAS Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.