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Personal CFO Solutions’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Personal CFO Solutions’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
2020
Q2 		– Sell
-14,000
Closed -$181K – 346
2020
Q1 		$181K Sell
14,000
-1,077
-7% -$18.4K 0.07% 247
2019
Q4 		$286K Sell
15,077
-906
-6% -$16.7K 0.08% 222
2019
Q3 		$293K Buy
+15,983
New +$289K 0.12% 207

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Personal CFO Solutions's PEY Position: Q2 2020 in Review

Personal CFO Solutions sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2020, closing a stake of 14,000 shares — an estimated $181K sold.

Personal CFO Solutions first reported a position in PEY in Q3 2019 and held it in 3 quarters. The position peaked at $293K in Q3 2019. 128 funds tracked by Wall St. Rank hold PEY as of Q2 2020.

  • Personal CFO Solutions reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 14,000 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2020, an estimated $181K.
  • Personal CFO Solutions first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2019 and held it in 3 quarters.
  • Personal CFO Solutions's Invesco High Yield Equity Dividend Achievers ETF position peaked at $293K in Q3 2019.
  • 128 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2020.

Based on Personal CFO Solutions's 13F filing for Q2 2020, filed 3 Aug 2020.