Madden Advisory Services’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Madden Advisory Services’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
2015 Q4	–	Sell	-2,700	Closed	-$34K	–	215
2015 Q3	$34K	Hold	2,700	–	–	0.02%	137
2015 Q2	$35K	Buy	+2,700	New	+$36.2K	0.02%	140
2015 Q1	–	Sell	-2,700	Closed	-$36K	–	210
2014 Q4	$36K	Sell	2,700 -2,042	-43%	-$26.5K	0.02%	151
2014 Q3	$59K	Sell	4,742 -2,673	-36%	-$33.7K	0.03%	148
2014 Q2	$95K	Buy	7,415 +2,025	+38%	+$25K	0.05%	123
2014 Q1	$66K	Hold	5,390	–	–	0.04%	128
2013 Q4	$64K	Hold	5,390	–	–	0.05%	113
2013 Q3	$60K	Buy	+5,390	New	+$59.6K	0.05%	102

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

DWA

Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

CAL

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

Madden Advisory Services's PEY Position: Q4 2015 in Review

Madden Advisory Services sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2015, closing a stake of 2,700 shares — an estimated $34K sold.

Madden Advisory Services first reported a position in PEY in Q3 2013 and held it in 8 quarters. The position peaked at $95K in Q2 2014. 79 funds tracked by Wall St. Rank hold PEY as of Q4 2015.

Madden Advisory Services reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2015 after selling out during the quarter.
Madden Advisory Services sold 2,700 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2015, an estimated $34K.
Madden Advisory Services first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2013 and held it in 8 quarters.
Madden Advisory Services's Invesco High Yield Equity Dividend Achievers ETF position peaked at $95K in Q2 2014.
79 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.