Garden State Investment Advisory Services’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
2023
Q3
Sell
-15,577
Closed -$299K 237
2023
Q2
$299K Sell
15,577
-3,250
-17% -$62.7K 0.12% 145
2023
Q1
$375K Sell
18,827
-815
-4% -$16.8K 0.16% 111
2022
Q4
$406K Buy
+19,642
New +$401K 0.24% 100

Other funds holding PEY

Garden State Investment Advisory Services's PEY Position: Q3 2023 in Review

Garden State Investment Advisory Services sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2023, closing a stake of 15,577 shares — an estimated $299K sold.

Garden State Investment Advisory Services first reported a position in PEY in Q4 2022 and held it in 3 quarters. The position peaked at $406K in Q4 2022. 194 funds tracked by Wall St. Rank hold PEY as of Q3 2023.

  • Garden State Investment Advisory Services reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 15,577 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2023, an estimated $299K.
  • Garden State Investment Advisory Services first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2022 and held it in 3 quarters.
  • Garden State Investment Advisory Services's Invesco High Yield Equity Dividend Achievers ETF position peaked at $406K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2023.

Based on Garden State Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.