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

Private 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	-20,551	Closed	-$364K	–	145
2018 Q3	$364K	Sell	20,551 -21,573	-51%	-$388K	0.19%	101
2018 Q2	$741K	Buy	+42,124	New	+$727K	0.37%	82

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Private Advisory Group's PEY Position: Q4 2018 in Review

Private Advisory Group sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2018, closing a stake of 20,551 shares — an estimated $364K sold.

Private Advisory Group first reported a position in PEY in Q2 2018 and held it in 2 quarters. The position peaked at $741K in Q2 2018. 131 funds tracked by Wall St. Rank hold PEY as of Q4 2018.

Private Advisory Group reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2018 after selling out during the quarter.
Private Advisory Group sold 20,551 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2018, an estimated $364K.
Private Advisory Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2018 and held it in 2 quarters.
Private Advisory Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $741K in Q2 2018.
131 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2018.

Based on Private Advisory Group's 13F filing for Q4 2018, filed 11 Feb 2019.