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Noble Wealth Management PBC’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Noble Wealth Management PBC’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
2025
Q1 		$6.79K Hold
316
– – ﹤0.01% 415
2024
Q4 		$6.72K Buy
+316
New +$6.94K ﹤0.01% 373

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Noble Wealth Management PBC's PEY Position: Q1 2025 in Review

Noble Wealth Management PBC held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q1 2025 at 316 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Noble Wealth Management PBC first reported a position in PEY in Q4 2024 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold PEY as of Q1 2025.

  • Noble Wealth Management PBC held 316 shares of Invesco High Yield Equity Dividend Achievers ETF worth $6.79K as of Q1 2025.
  • Noble Wealth Management PBC left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q1 2025.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #415 holding.
  • Noble Wealth Management PBC first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2024 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.