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Lenox Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Lenox 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
2020
Q1 		– Sell
-9,524
Closed -$181K – 897
2019
Q4 		$181K Hold
9,524
– – 0.03% 88
2019
Q3 		$174K Buy
+9,524
New +$172K 0.03% 84

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lenox Wealth Advisors's PEY Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2020, closing a stake of 9,524 shares — an estimated $181K sold.

Lenox Wealth Advisors first reported a position in PEY in Q3 2019 and held it in 2 quarters. The position peaked at $181K in Q4 2019. 132 funds tracked by Wall St. Rank hold PEY as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 9,524 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2020, an estimated $181K.
  • Lenox Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $181K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.