RDA Financial Network’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

RDA Financial Network’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 Q1	–	Sell	-35,425	Closed	-$662K	–	229
2019 Q4	$662K	Hold	35,425	–	–	0.27%	96
2019 Q3	$647K	Buy	35,425 +10,548	+42%	+$191K	0.28%	95
2019 Q2	$456K	Hold	24,877	–	–	0.21%	122
2019 Q1	$452K	Buy	+24,877	New	+$429K	0.21%	112

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RDA Financial Network's PEY Position: Q1 2020 in Review

RDA Financial Network sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2020, closing a stake of 35,425 shares — an estimated $662K sold.

RDA Financial Network first reported a position in PEY in Q1 2019 and held it in 4 quarters. The position peaked at $662K in Q4 2019. 132 funds tracked by Wall St. Rank hold PEY as of Q1 2020.

RDA Financial Network reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
RDA Financial Network sold 35,425 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2020, an estimated $662K.
RDA Financial Network first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2019 and held it in 4 quarters.
RDA Financial Network's Invesco High Yield Equity Dividend Achievers ETF position peaked at $662K in Q4 2019.
132 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2020.

Based on RDA Financial Network's 13F filing for Q1 2020, filed 6 Apr 2020.