Guardian Wealth Advisors (North Carolina)’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q3	–	Sell	-1,910	Closed	-$37.5K	–	466
2024 Q2	$37.5K	Hold	1,910	–	–	﹤0.01%	314
2024 Q1	$39.4K	Hold	1,910	–	–	﹤0.01%	335
2023 Q4	$40.4K	Hold	1,910	–	–	0.01%	321
2023 Q3	$36.7K	Hold	1,910	–	–	0.01%	315
2023 Q2	$36.7K	Hold	1,910	–	–	0.01%	300
2023 Q1	$38K	Hold	1,910	–	–	0.01%	288
2022 Q4	$39.5K	Hold	1,910	–	–	0.01%	269
2022 Q3	$36K	Hold	1,910	–	–	0.01%	249
2022 Q2	$39K	Hold	1,910	–	–	0.01%	248
2022 Q1	$42K	Hold	1,910	–	–	0.02%	191
2021 Q4	$40K	Buy	+1,910	New	+$39.2K	0.02%	181

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PEY Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2024, closing a stake of 1,910 shares — an estimated $37.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PEY in Q4 2021 and held it in 11 quarters. The position peaked at $42K in Q1 2022. 191 funds tracked by Wall St. Rank hold PEY as of Q3 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,910 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2024, an estimated $37.5K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2021 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco High Yield Equity Dividend Achievers ETF position peaked at $42K in Q1 2022.
191 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.