NEXT Financial Holdings’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

NEXT Financial Holdings’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 Q1	$73K	Buy	+4,095	New	+$70.7K	0.02%	629

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEXT Financial Holdings's PEY Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2019: 4,095 shares worth $73K. The stake represents 0.02% of the portfolio and ranks #629 among its holdings.

127 funds tracked by Wall St. Rank hold PEY as of Q1 2019.

NEXT Financial Holdings held 4,095 shares of Invesco High Yield Equity Dividend Achievers ETF worth $73K as of Q1 2019.
Invesco High Yield Equity Dividend Achievers ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco High Yield Equity Dividend Achievers ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #629 holding.
127 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.