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Financial Advocates Investment Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Financial Advocates Investment 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
-3,443
Closed -$247K – 798
2021
Q3 		$247K Buy
+3,443
New +$69.7K 0.02% 649
2021
Q2 		– Sell
-21,160
Closed -$428K – 816
2021
Q1 		$428K Sell
21,160
-1,595
-7% -$30.1K 0.03% 515
2020
Q4 		$403K Sell
22,755
-302
-1% -$4.91K 0.03% 491
2020
Q3 		$331K Sell
23,057
-337
-1% -$4.95K 0.03% 458
2020
Q2 		$338K Sell
23,394
-2,509
-10% -$35.3K 0.03% 440
2020
Q1 		$335K Buy
25,903
+1,194
+5% +$20.4K 0.05% 338
2019
Q4 		$469K Sell
24,709
-1,164
-4% -$21.4K 0.05% 323
2019
Q3 		$474K Buy
25,873
+288
+1% +$5.2K 0.05% 295
2019
Q2 		$464K Buy
25,585
+285
+1% +$5.11K 0.05% 303
2019
Q1 		$452K Buy
25,300
+192
+0.8% +$3.31K 0.06% 291
2018
Q4 		$398K Buy
25,108
+218
+0.9% +$3.74K 0.05% 282
2018
Q3 		$447K Sell
24,890
-61
-0.2% -$1.1K 0.05% 305
2018
Q2 		$438K Sell
24,951
-2,581
-9% -$44.6K 0.05% 286
2018
Q1 		$469K Buy
27,532
+186
+0.7% +$3.27K 0.06% 263
2017
Q4 		$487K Buy
+27,346
New +$478K 0.07% 257

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 $445B AUM 25.58% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 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 $1.56M AUM 25.68% 1-Year Est. Return

Financial Advocates Investment Management's PEY Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2021, closing a stake of 3,443 shares — an estimated $247K sold.

Financial Advocates Investment Management first reported a position in PEY in Q4 2017 and held it in 15 quarters. The position peaked at $487K in Q4 2017. 155 funds tracked by Wall St. Rank hold PEY as of Q4 2021.

  • Financial Advocates Investment Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,443 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2021, an estimated $247K.
  • Financial Advocates Investment Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2017 and held it in 15 quarters.
  • Financial Advocates Investment Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $487K in Q4 2017.
  • 155 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.