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Fourpath Capital Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Fourpath Capital 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
2024
Q4 		– Sell
-475
Closed -$10.4K – 607
2024
Q3 		$10.4K Buy
+475
New +$10K ﹤0.01% 496

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Wells Fargo
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Raymond James Financial
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Fourpath Capital Management's PEY Position: Q4 2024 in Review

Fourpath Capital Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2024, closing a stake of 475 shares — an estimated $10.4K sold.

Fourpath Capital Management first reported a position in PEY in Q3 2024 and held it in 1 quarter. The position peaked at $10.4K in Q3 2024. 201 funds tracked by Wall St. Rank hold PEY as of Q4 2024.

  • Fourpath Capital Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 475 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2024, an estimated $10.4K.
  • Fourpath Capital Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $10.4K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.