Lion Street Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,987
Closed -$205K 165
2022
Q3
$205K Buy
+10,987
New +$227K 0.1% 124

Other funds holding PEY

Lion Street Advisors's PEY Position: Q4 2022 in Review

Lion Street Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2022, closing a stake of 10,987 shares — an estimated $205K sold.

Lion Street Advisors first reported a position in PEY in Q3 2022 and held it in 1 quarter. The position peaked at $205K in Q3 2022. 206 funds tracked by Wall St. Rank hold PEY as of Q4 2022.

  • Lion Street Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
  • Lion Street Advisors sold 10,987 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2022, an estimated $205K.
  • Lion Street Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2022 and held it in 1 quarter.
  • Lion Street Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $205K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2022.

Based on Lion Street Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.