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

Regal 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
2015
Q3 		– Sell
-440
Closed -$5K – 1090
2015
Q2 		$5K Sell
440
-15
-3% -$201 ﹤0.01% 748
2015
Q1 		$6K Hold
455
– – ﹤0.01% 785
2014
Q4 		$6K Buy
+455
New +$5.91K ﹤0.01% 724

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Regal Investment Advisors's PEY Position: Q3 2015 in Review

Regal Investment Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2015, closing a stake of 440 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in PEY in Q4 2014 and held it in 3 quarters. The position peaked at $6K in Q1 2015. 76 funds tracked by Wall St. Rank hold PEY as of Q3 2015.

  • Regal Investment Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 440 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2014 and held it in 3 quarters.
  • Regal Investment Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $6K in Q1 2015.
  • 76 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.