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Polaris Wealth Advisory Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Polaris Wealth Advisory Group’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 		– Sell
-464
Closed -$8K – 357
2018
Q3 		$8K Buy
+464
New +$8.35K ﹤0.01% 419

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
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Polaris Wealth Advisory Group's PEY Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2018, closing a stake of 464 shares — an estimated $8K sold.

Polaris Wealth Advisory Group first reported a position in PEY in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 131 funds tracked by Wall St. Rank hold PEY as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 464 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2018, an estimated $8K.
  • Polaris Wealth Advisory Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $8K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.