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

Milestone Wealth’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
2022
Q3 		$5K Sell
259
-5
-2% -$103 0.01% 198
2022
Q2 		$5K Hold
264
– – 0.01% 204
2022
Q1 		$6K Hold
264
– – ﹤0.01% 224
2021
Q4 		$6K Buy
+264
New +$5.42K ﹤0.01% 224

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Milestone Wealth's PEY Position: Q3 2022 in Review

Milestone Wealth reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.9% in Q3 2022, selling an estimated $103 and leaving 259 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #198.

Milestone Wealth first reported a position in PEY in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 192 funds tracked by Wall St. Rank hold PEY as of Q3 2022.

  • Milestone Wealth held 259 shares of Invesco High Yield Equity Dividend Achievers ETF worth $5K as of Q3 2022.
  • Milestone Wealth sold 5 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2022, an estimated $103.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #198 holding.
  • Milestone Wealth first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Invesco High Yield Equity Dividend Achievers ETF position peaked at $6K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.