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

Realta 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
2024 Q4	–	Sell	-1,000	Closed	-$21.9K	–	389
2024 Q3	$21.9K	Hold	1,000	–	–	0.01%	272
2024 Q2	$19.6K	Hold	1,000	–	–	﹤0.01%	620
2024 Q1	$20.6K	Buy	+1,000	New	+$20.2K	﹤0.01%	637
2023 Q4	–	Sell	-1,000	Closed	-$19.2K	–	680
2023 Q3	$19.2K	Hold	1,000	–	–	﹤0.01%	618
2023 Q2	$19.2K	Buy	+1,000	New	+$19.3K	﹤0.01%	661
2023 Q1	–	Sell	-1,400	Closed	-$29K	–	695
2022 Q4	$29K	Buy	1,400 +463	+49%	+$9.46K	0.01%	606
2022 Q3	$17K	Buy	+937	New	+$19.3K	﹤0.01%	636

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Realta Investment Advisors's PEY Position: Q4 2024 in Review

Realta Investment Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2024, closing a stake of 1,000 shares — an estimated $21.9K sold.

Realta Investment Advisors first reported a position in PEY in Q3 2022 and held it in 7 quarters. The position peaked at $29K in Q4 2022. 201 funds tracked by Wall St. Rank hold PEY as of Q4 2024.

Realta Investment Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,000 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2024, an estimated $21.9K.
Realta Investment Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2022 and held it in 7 quarters.
Realta Investment Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $29K in Q4 2022.
201 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.