Global Wealth Management Investment Advisory’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-4	Closed	-$84	–	348
2023 Q4	$84	Hold	4	–	–	﹤0.01%	467
2023 Q3	$76	Hold	4	–	–	﹤0.01%	470
2023 Q2	$76	Buy	+4	New	+$77	﹤0.01%	474
2022 Q3	–	Sell	-4	Closed	–	–	375
2022 Q2	$0	Buy	+4	New	+$86	﹤0.01%	524

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Global Wealth Management Investment Advisory's PEY Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2024, closing a stake of 4 shares — an estimated $84 sold.

Global Wealth Management Investment Advisory first reported a position in PEY in Q2 2022 and held it in 4 quarters. The position peaked at $84 in Q4 2023. 212 funds tracked by Wall St. Rank hold PEY as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 4 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2024, an estimated $84.
Global Wealth Management Investment Advisory first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2022 and held it in 4 quarters.
Global Wealth Management Investment Advisory's Invesco High Yield Equity Dividend Achievers ETF position peaked at $84 in Q4 2023.
212 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.