RWB
PEY icon

RMR Wealth Builders’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

RMR Wealth Builders’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
Q3 		– Sell
-2,406
Closed -$35K – 397
2020
Q2 		$35K Buy
+2,406
New +$33.9K 0.03% 263
2019
Q4 		$111K Buy
+5,830
New +$107K 0.11% 163

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RMR Wealth Builders's PEY Position: Q3 2020 in Review

RMR Wealth Builders sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2020, closing a stake of 2,406 shares — an estimated $35K sold.

RMR Wealth Builders first reported a position in PEY in Q4 2019 and held it in 2 quarters. The position peaked at $111K in Q4 2019. 117 funds tracked by Wall St. Rank hold PEY as of Q3 2020.

  • RMR Wealth Builders reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 2,406 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2020, an estimated $35K.
  • RMR Wealth Builders first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2019 and held it in 2 quarters.
  • RMR Wealth Builders's Invesco High Yield Equity Dividend Achievers ETF position peaked at $111K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.