Nalls Sherbakoff Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Nalls Sherbakoff Group’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
2018 Q4	$17K	Buy	+1,104	New	+$18.9K	0.03%	227

Other funds holding PEY

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

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

UCFA

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

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

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

FIG

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

Nalls Sherbakoff Group's PEY Position: Q4 2018 in Review

Nalls Sherbakoff Group opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2018: 1,104 shares worth $17K. The stake represents 0.03% of the portfolio and ranks #227 among its holdings.

131 funds tracked by Wall St. Rank hold PEY as of Q4 2018.

Nalls Sherbakoff Group held 1,104 shares of Invesco High Yield Equity Dividend Achievers ETF worth $17K as of Q4 2018.
Invesco High Yield Equity Dividend Achievers ETF was a new Nalls Sherbakoff Group position in Q4 2018.
Invesco High Yield Equity Dividend Achievers ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2018, its #227 holding.
131 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2018.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2018, filed 13 Feb 2019.