IWM
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Iams Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Iams Wealth Management’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
2023
Q4 		– Sell
-28,665
Closed -$550K – 120
2023
Q3 		$550K Buy
+28,665
New +$571K 0.38% 77

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Iams Wealth Management's PEY Position: Q4 2023 in Review

Iams Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2023, closing a stake of 28,665 shares — an estimated $550K sold.

Iams Wealth Management first reported a position in PEY in Q3 2023 and held it in 1 quarter. The position peaked at $550K in Q3 2023. 211 funds tracked by Wall St. Rank hold PEY as of Q4 2023.

  • Iams Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Iams Wealth Management sold 28,665 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2023, an estimated $550K.
  • Iams Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Iams Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $550K in Q3 2023.
  • 211 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2023.

Based on Iams Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.