Prime Capital Investment Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Prime Capital Investment 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
2020 Q3	–	Sell	-5,000	Closed	-$72K	–	490
2020 Q2	$72K	Hold	5,000	–	–	0.01%	296
2020 Q1	$65K	Hold	5,000	–	–	0.01%	267
2019 Q4	$95K	Hold	5,000	–	–	0.01%	253
2019 Q3	$92K	Hold	5,000	–	–	0.01%	254
2019 Q2	$91K	Hold	5,000	–	–	0.02%	204
2019 Q1	$89K	Hold	5,000	–	–	0.03%	163
2018 Q4	$79K	Hold	5,000	–	–	0.03%	142
2018 Q3	$90K	Hold	5,000	–	–	0.03%	170
2018 Q2	$88K	Hold	5,000	–	–	0.04%	168
2018 Q1	$85K	Hold	5,000	–	–	0.06%	137
2017 Q4	$89K	Buy	+5,000	New	+$87.4K	0.07%	135

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prime Capital Investment Advisors's PEY Position: Q3 2020 in Review

Prime Capital Investment Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2020, closing a stake of 5,000 shares — an estimated $72K sold.

Prime Capital Investment Advisors first reported a position in PEY in Q4 2017 and held it in 11 quarters. The position peaked at $95K in Q4 2019. 117 funds tracked by Wall St. Rank hold PEY as of Q3 2020.

Prime Capital Investment Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2020 after selling out during the quarter.
Prime Capital Investment Advisors sold 5,000 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2020, an estimated $72K.
Prime Capital Investment Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2017 and held it in 11 quarters.
Prime Capital Investment Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $95K in Q4 2019.
117 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2020.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.