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FormulaFolio Investments’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

FormulaFolio Investments’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
Q2 		$13K Hold
630
– – ﹤0.01% 223
2021
Q1 		$13K Buy
+630
New +$11.9K ﹤0.01% 222

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 $377B AUM 19.32% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FormulaFolio Investments's PEY Position: Q2 2021 in Review

FormulaFolio Investments held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2021 at 630 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

FormulaFolio Investments first reported a position in PEY in Q1 2021 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold PEY as of Q2 2021.

  • FormulaFolio Investments held 630 shares of Invesco High Yield Equity Dividend Achievers ETF worth $13K as of Q2 2021.
  • FormulaFolio Investments left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2021.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #223 holding.
  • FormulaFolio Investments first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2021 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.