FAM
PEY icon

Formidable Asset Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Formidable Asset 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
2019
Q2 		– Sell
-1,673
Closed -$341K – 310
2019
Q1 		$341K Buy
+1,673
New +$28.9K 0.13% 129

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
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Formidable Asset Management's PEY Position: Q2 2019 in Review

Formidable Asset Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2019, closing a stake of 1,673 shares — an estimated $341K sold.

Formidable Asset Management first reported a position in PEY in Q1 2019 and held it in 1 quarter. The position peaked at $341K in Q1 2019. 120 funds tracked by Wall St. Rank hold PEY as of Q2 2019.

  • Formidable Asset Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2019 after selling out during the quarter.
  • Formidable Asset Management sold 1,673 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2019, an estimated $341K.
  • Formidable Asset Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2019 and held it in 1 quarter.
  • Formidable Asset Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $341K in Q1 2019.
  • 120 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2019.

Based on Formidable Asset Management's 13F filing for Q2 2019, filed 15 Oct 2019.