Plante Moran Financial Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Plante Moran Financial 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
2021 Q4	–	Sell	-1,083	Closed	-$21K	–	1072
2021 Q3	$21K	Buy	+1,083	New	+$21.9K	﹤0.01%	553
2019 Q1	–	Sell	-1,563	Closed	-$25K	–	892
2018 Q4	$25K	Buy	+1,563	New	+$26.8K	0.01%	404

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Plante Moran Financial Advisors's PEY Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2021, closing a stake of 1,083 shares — an estimated $21K sold.

Plante Moran Financial Advisors first reported a position in PEY in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q4 2018. 155 funds tracked by Wall St. Rank hold PEY as of Q4 2021.

Plante Moran Financial Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,083 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2021, an estimated $21K.
Plante Moran Financial Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2018 and held it in 2 quarters.
Plante Moran Financial Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $25K in Q4 2018.
155 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.