RPCONE
PEY icon

Retirement Planning Company of New England’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-856
Closed -$18K – 690
2021
Q4 		$18K Buy
+856
New +$17.6K 0.01% 545

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Planning Company of New England's PEY Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2022, closing a stake of 856 shares — an estimated $18K sold.

Retirement Planning Company of New England first reported a position in PEY in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 164 funds tracked by Wall St. Rank hold PEY as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 856 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2022, an estimated $18K.
  • Retirement Planning Company of New England first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco High Yield Equity Dividend Achievers ETF position peaked at $18K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.