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KCM Investment Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

KCM Investment 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
2023
Q2 		– Sell
-15,377
Closed -$306K – 403
2023
Q1 		$306K Buy
+15,377
New +$316K 0.01% 339
2020
Q3 		– Sell
-13,643
Closed -$197K – 334
2020
Q2 		$197K Buy
+13,643
New +$192K 0.01% 327

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KCM Investment Advisors's PEY Position: Q2 2023 in Review

KCM Investment Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2023, closing a stake of 15,377 shares — an estimated $306K sold.

KCM Investment Advisors first reported a position in PEY in Q2 2020 and held it in 2 quarters. The position peaked at $306K in Q1 2023. 197 funds tracked by Wall St. Rank hold PEY as of Q2 2023.

  • KCM Investment Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 15,377 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2023, an estimated $306K.
  • KCM Investment Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2020 and held it in 2 quarters.
  • KCM Investment Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $306K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2023.

Based on KCM Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.