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Lake Point Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Lake Point 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
2019
Q2 		$0 Hold
19
– – ﹤0.01% 685
2019
Q1 		$0 Sell
19
-45
-70% -$777 ﹤0.01% 814
2018
Q4 		$1K Buy
+64
New +$1.1K ﹤0.01% 775

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SL
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
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
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lake Point Wealth Management's PEY Position: Q2 2019 in Review

Lake Point Wealth Management held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2019 at 19 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Lake Point Wealth Management first reported a position in PEY in Q4 2018 and has held it in 3 quarters since. The position peaked at $1K in Q4 2018. 120 funds tracked by Wall St. Rank hold PEY as of Q2 2019.

  • Lake Point Wealth Management held 19 shares of Invesco High Yield Equity Dividend Achievers ETF worth $0 as of Q2 2019.
  • Lake Point Wealth Management left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2019.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #685 holding.
  • Lake Point Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $1K in Q4 2018.
  • 120 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.