Pathlight Investors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Pathlight Investors’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	$249K	Buy	+15,136	New	+$260K	0.21%	79

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AIP

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Pathlight Investors's PEY Position: Q4 2018 in Review

Pathlight Investors opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2018: 15,136 shares worth $249K. The stake represents 0.21% of the portfolio and ranks #79 among its holdings.

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

Pathlight Investors held 15,136 shares of Invesco High Yield Equity Dividend Achievers ETF worth $249K as of Q4 2018.
Invesco High Yield Equity Dividend Achievers ETF was a new Pathlight Investors position in Q4 2018.
Invesco High Yield Equity Dividend Achievers ETF made up 0.21% of Pathlight Investors's portfolio in Q4 2018, its #79 holding.
131 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2018.

Based on Pathlight Investors's 13F filing for Q4 2018, filed 19 Feb 2019.