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Financial Avengers’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Financial Avengers’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
2024
Q1 		– Sell
-240
Closed -$5.07K – 166
2023
Q4 		$5.07K Hold
240
– – ﹤0.01% 134
2023
Q3 		$4.61K Buy
+240
New +$4.78K ﹤0.01% 136

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Financial Avengers's PEY Position: Q1 2024 in Review

Financial Avengers sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2024, closing a stake of 240 shares — an estimated $5.07K sold.

Financial Avengers first reported a position in PEY in Q3 2023 and held it in 2 quarters. The position peaked at $5.07K in Q4 2023. 212 funds tracked by Wall St. Rank hold PEY as of Q1 2024.

  • Financial Avengers reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Avengers sold 240 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2024, an estimated $5.07K.
  • Financial Avengers first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2023 and held it in 2 quarters.
  • Financial Avengers's Invesco High Yield Equity Dividend Achievers ETF position peaked at $5.07K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2024.

Based on Financial Avengers's 13F filing for Q1 2024, filed 13 May 2024.