Householder Group Estate & Retirement Specialist’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022 Q3	–	Sell	-15,627	Closed	-$321K	–	1172
2022 Q2	$321K	Buy	+15,627	New	+$335K	0.14%	147

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 $445B AUM 25.58% 1-Year Est. Return

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

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

UCFA

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PEY Position: Q3 2022 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2022, closing a stake of 15,627 shares — an estimated $321K sold.

Householder Group Estate & Retirement Specialist first reported a position in PEY in Q2 2022 and held it in 1 quarter. The position peaked at $321K in Q2 2022. 192 funds tracked by Wall St. Rank hold PEY as of Q3 2022.

Householder Group Estate & Retirement Specialist reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 15,627 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2022, an estimated $321K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2022 and held it in 1 quarter.
Householder Group Estate & Retirement Specialist's Invesco High Yield Equity Dividend Achievers ETF position peaked at $321K in Q2 2022.
192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2022, filed 11 Oct 2022.