JNBA Financial Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

JNBA Financial 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
2022 Q1	–	Sell	-140	Closed	-$3K	–	804
2021 Q4	$3K	Hold	140	–	–	﹤0.01%	703
2021 Q3	$3K	Hold	140	–	–	﹤0.01%	645
2021 Q2	$3K	Buy	+140	New	+$2.93K	﹤0.01%	597
2017 Q4	–	Sell	-2,000	Closed	-$34K	–	485
2017 Q3	$34K	Hold	2,000	–	–	0.01%	248
2017 Q2	$34K	Hold	2,000	–	–	0.01%	240
2017 Q1	$34K	Hold	2,000	–	–	0.01%	236
2016 Q4	$34K	Buy	+2,000	New	+$32.3K	0.01%	242

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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

JNBA Financial Advisors's PEY Position: Q1 2022 in Review

JNBA Financial Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2022, closing a stake of 140 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in PEY in Q4 2016 and held it in 7 quarters. The position peaked at $34K in Q3 2017. 164 funds tracked by Wall St. Rank hold PEY as of Q1 2022.

JNBA Financial Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
JNBA Financial Advisors sold 140 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2022, an estimated $3K.
JNBA Financial Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2016 and held it in 7 quarters.
JNBA Financial Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $34K in Q3 2017.
164 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.