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Pacific Capital Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Pacific Capital Wealth Advisors’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 		– Sell
-5,400
Closed -$115K – 292
2024
Q4 		$115K Hold
5,400
– – 0.02% 109
2024
Q3 		$118K Hold
5,400
– – 0.02% 104
2024
Q2 		$106K Buy
+5,400
New +$108K 0.02% 107

Other funds holding PEY

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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

Pacific Capital Wealth Advisors's PEY Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2025, closing a stake of 5,400 shares — an estimated $115K sold.

Pacific Capital Wealth Advisors first reported a position in PEY in Q2 2024 and held it in 3 quarters. The position peaked at $118K in Q3 2024. 192 funds tracked by Wall St. Rank hold PEY as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 5,400 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2025, an estimated $115K.
  • Pacific Capital Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $118K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.