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Little House Capital’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Little House Capital’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
-150
Closed -$2K – 224
2019
Q1 		$2K Buy
+150
New +$2.59K ﹤0.01% 286

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

Little House Capital's PEY Position: Q2 2019 in Review

Little House Capital sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2019, closing a stake of 150 shares — an estimated $2K sold.

Little House Capital first reported a position in PEY in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 120 funds tracked by Wall St. Rank hold PEY as of Q2 2019.

  • Little House Capital reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2019 after selling out during the quarter.
  • Little House Capital sold 150 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2019, an estimated $2K.
  • Little House Capital first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2019 and held it in 1 quarter.
  • Little House Capital's Invesco High Yield Equity Dividend Achievers ETF position peaked at $2K in Q1 2019.
  • 120 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2019.

Based on Little House Capital's 13F filing for Q2 2019, filed 14 Aug 2019.