Financial Partners Group (Kansas)’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Financial Partners Group (Kansas)’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
2023 Q3	–	Sell	-13,908	Closed	-$283K	–	171
2023 Q2	$283K	Hold	13,908	–	–	0.06%	122
2023 Q1	$277K	Hold	13,908	–	–	0.06%	128
2022 Q4	$296K	Hold	13,908	–	–	0.07%	126
2022 Q3	$259K	Hold	13,908	–	–	0.07%	120
2022 Q2	$286K	Hold	13,908	–	–	0.07%	114
2022 Q1	$304K	Buy	+13,908	New	+$298K	0.07%	131

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Financial Partners Group (Kansas)'s PEY Position: Q3 2023 in Review

Financial Partners Group (Kansas) sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2023, closing a stake of 13,908 shares — an estimated $283K sold.

Financial Partners Group (Kansas) first reported a position in PEY in Q1 2022 and held it in 6 quarters. The position peaked at $304K in Q1 2022. 194 funds tracked by Wall St. Rank hold PEY as of Q3 2023.

Financial Partners Group (Kansas) reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 13,908 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2023, an estimated $283K.
Financial Partners Group (Kansas) first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2022 and held it in 6 quarters.
Financial Partners Group (Kansas)'s Invesco High Yield Equity Dividend Achievers ETF position peaked at $304K in Q1 2022.
194 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2023, filed 13 Nov 2023.