SeaCrest Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-935	Closed	-$17K	–	1465
2019 Q1	$17K	Sell	935 -101	-10%	-$1.74K	﹤0.01%	1355
2018 Q4	$16K	Sell	1,036 -479	-32%	-$8.22K	﹤0.01%	1333
2018 Q3	$27K	Hold	1,515	–	–	﹤0.01%	1256
2018 Q2	$27K	Hold	1,515	–	–	﹤0.01%	1230
2018 Q1	$26K	Buy	1,515 +609	+67%	+$10.7K	﹤0.01%	1225
2017 Q4	$16K	Buy	+906	New	+$15.8K	﹤0.01%	1416

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SeaCrest Wealth Management's PEY Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2019, closing a stake of 935 shares — an estimated $17K sold.

SeaCrest Wealth Management first reported a position in PEY in Q4 2017 and held it in 6 quarters. The position peaked at $27K in Q3 2018. 120 funds tracked by Wall St. Rank hold PEY as of Q2 2019.

SeaCrest Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 935 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2019, an estimated $17K.
SeaCrest Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $27K in Q3 2018.
120 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.