JP Morgan Private Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

JP Morgan Private 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
2022 Q4	–	Sell	-10,401	Closed	-$193K	–	1987
2022 Q3	$193K	Buy	+10,401	New	+$215K	﹤0.01%	1822
2015 Q4	–	Sell	-11,420	Closed	-$145K	–	1201
2015 Q3	$145K	Buy	11,420 +1,120	+11%	+$14.6K	﹤0.01%	966
2015 Q2	$136K	Hold	10,300	–	–	﹤0.01%	1003
2015 Q1	$138K	Hold	10,300	–	–	﹤0.01%	1075
2014 Q4	$139K	Hold	10,300	–	–	﹤0.01%	1033
2014 Q3	$128K	Hold	10,300	–	–	﹤0.01%	1025
2014 Q2	$132K	Hold	10,300	–	–	﹤0.01%	856
2014 Q1	$126K	Buy	+10,300	New	+$121K	﹤0.01%	842

Other funds holding PEY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

UCFA

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

CAN

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

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

JP Morgan Private Wealth Advisors's PEY Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2022, closing a stake of 10,401 shares — an estimated $193K sold.

JP Morgan Private Wealth Advisors first reported a position in PEY in Q1 2014 and held it in 8 quarters. The position peaked at $193K in Q3 2022. 206 funds tracked by Wall St. Rank hold PEY as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,401 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2022, an estimated $193K.
JP Morgan Private Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2014 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $193K in Q3 2022.
206 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.