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Genesis Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$7.48K Hold
567
– – 0.01% 367
2015
Q1 		$7.59K Hold
567
– – 0.01% 367
2014
Q4 		$7.67K Buy
+567
New +$7.37K 0.01% 396

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Genesis Wealth Advisors's PEY Position: Q2 2015 in Review

Genesis Wealth Advisors held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2015 at 567 shares worth $7.48K. The position accounts for 0.01% of the portfolio, ranked #367.

Genesis Wealth Advisors first reported a position in PEY in Q4 2014 and has held it in 3 quarters since. The position peaked at $7.67K in Q4 2014. 79 funds tracked by Wall St. Rank hold PEY as of Q2 2015.

  • Genesis Wealth Advisors held 567 shares of Invesco High Yield Equity Dividend Achievers ETF worth $7.48K as of Q2 2015.
  • Genesis Wealth Advisors left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2015.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #367 holding.
  • Genesis Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $7.67K in Q4 2014.
  • 79 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.