Financial Synergies Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-240	Closed	-$4.96K	–	348
2024 Q1	$4.96K	Hold	240	–	–	﹤0.01%	277
2023 Q4	$4.97K	Hold	240	–	–	﹤0.01%	218
2023 Q3	$4.61K	Hold	240	–	–	﹤0.01%	267
2023 Q2	$4.61K	Hold	240	–	–	﹤0.01%	263
2023 Q1	$4.78K	Hold	240	–	–	﹤0.01%	268
2022 Q4	$4.97K	Hold	240	–	–	﹤0.01%	218
2022 Q3	$4.46K	Hold	240	–	–	﹤0.01%	191
2022 Q2	$4.93K	Buy	+240	New	+$5.15K	﹤0.01%	191

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's PEY Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2024, closing a stake of 240 shares — an estimated $4.96K sold.

Financial Synergies Wealth Advisors first reported a position in PEY in Q2 2022 and held it in 8 quarters. The position peaked at $4.97K in Q4 2023. 203 funds tracked by Wall St. Rank hold PEY as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 240 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2024, an estimated $4.96K.
Financial Synergies Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.97K in Q4 2023.
203 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.