KWMG LLC’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-225	Closed	-$4K	–	338
2019 Q1	$4K	Sell	225 -120	-35%	-$2.07K	﹤0.01%	381
2018 Q4	$5K	Hold	345	–	–	﹤0.01%	354
2018 Q3	$6K	Sell	345 -224	-39%	-$4.03K	﹤0.01%	339
2018 Q2	$10K	Buy	+569	New	+$9.83K	﹤0.01%	284

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWMG LLC's PEY Position: Q2 2019 in Review

KWMG LLC sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2019, closing a stake of 225 shares — an estimated $4K sold.

KWMG LLC first reported a position in PEY in Q2 2018 and held it in 4 quarters. The position peaked at $10K in Q2 2018. 120 funds tracked by Wall St. Rank hold PEY as of Q2 2019.

KWMG LLC reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 225 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2019, an estimated $4K.
KWMG LLC first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2018 and held it in 4 quarters.
KWMG LLC's Invesco High Yield Equity Dividend Achievers ETF position peaked at $10K in Q2 2018.
120 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.