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

Heritage 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
2020 Q3	–	Sell	-9,337	Closed	-$135K	–	475
2020 Q2	$135K	Hold	9,337	–	–	0.02%	174
2020 Q1	$121K	Hold	9,337	–	–	0.02%	173
2019 Q4	$177K	Hold	9,337	–	–	0.02%	178
2019 Q3	$170K	Hold	9,337	–	–	0.03%	169
2019 Q2	$169K	Hold	9,337	–	–	0.03%	154
2019 Q1	$167K	Buy	+9,337	New	+$161K	0.03%	142

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Heritage Wealth Advisors's PEY Position: Q3 2020 in Review

Heritage Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2020, closing a stake of 9,337 shares — an estimated $135K sold.

Heritage Wealth Advisors first reported a position in PEY in Q1 2019 and held it in 6 quarters. The position peaked at $177K in Q4 2019. 117 funds tracked by Wall St. Rank hold PEY as of Q3 2020.

Heritage Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 9,337 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2020, an estimated $135K.
Heritage Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2019 and held it in 6 quarters.
Heritage Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $177K in Q4 2019.
117 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2020.

Based on Heritage Wealth Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.