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PEY icon

FundX Investment Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

FundX Investment Group’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
2020
Q1 		– Sell
-291,918
Closed -$5.54M – 62
2019
Q4 		$5.54M Buy
+291,918
New +$5.37M 1.49% 17
2019
Q1 		– Sell
-249,092
Closed -$3.95M – 55
2018
Q4 		$3.95M Buy
+249,092
New +$4.28M 1.47% 18
2017
Q2 		– Sell
-735,832
Closed -$12.6M – 54
2017
Q1 		$12.6M Sell
735,832
-302,976
-29% -$5.16M 5.28% 8
2016
Q4 		$17.6M Sell
1,038,808
-11,649
-1% -$188K 6.16% 6
2016
Q3 		$16.7M Buy
1,050,457
+105,356
+11% +$1.66M 4.27% 9
2016
Q2 		$14.7M Buy
945,101
+21,038
+2% +$312K 3.67% 9
2016
Q1 		$13.2M Buy
924,063
+437,582
+90% +$5.81M 3.28% 13
2015
Q4 		$6.5M Buy
+486,481
New +$6.52M 2.14% 12
2015
Q2 		– Sell
-827,345
Closed -$11.1M – 24
2015
Q1 		$11.1M Buy
827,345
+803,826
+3,418% +$10.7M 3.42% 11
2014
Q4 		$318K Buy
+23,519
New +$306K 0.1% 19
2014
Q3 		– Sell
-322,265
Closed -$4.13M – 23
2014
Q2 		$4.13M Buy
+322,265
New +$3.99M 1.59% 15

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FundX Investment Group's PEY Position: Q1 2020 in Review

FundX Investment Group sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2020, closing a stake of 291,918 shares — an estimated $5.54M sold.

FundX Investment Group first reported a position in PEY in Q2 2014 and held it in 11 quarters. The position peaked at $17.6M in Q4 2016. 132 funds tracked by Wall St. Rank hold PEY as of Q1 2020.

  • FundX Investment Group reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • FundX Investment Group sold 291,918 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2020, an estimated $5.54M.
  • FundX Investment Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2014 and held it in 11 quarters.
  • FundX Investment Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $17.6M in Q4 2016.
  • 132 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.