Frontier Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-41,825
Closed -$560K 375
2015
Q1
$560K Buy
+41,825
New +$559K 0.09% 153

Other funds holding PEY

Frontier Wealth Management's PEY Position: Q2 2015 in Review

Frontier Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2015, closing a stake of 41,825 shares — an estimated $560K sold.

Frontier Wealth Management first reported a position in PEY in Q1 2015 and held it in 1 quarter. The position peaked at $560K in Q1 2015. 79 funds tracked by Wall St. Rank hold PEY as of Q2 2015.

  • Frontier Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 41,825 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2015, an estimated $560K.
  • Frontier Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2015 and held it in 1 quarter.
  • Frontier Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $560K in Q1 2015.
  • 79 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2015.

Based on Frontier Wealth Management's 13F filing for Q2 2015, filed 17 Aug 2015.