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Seaview Investment Managers’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Seaview Investment Managers’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
2023
Q2 		– Sell
-10,222
Closed -$204K – 114
2023
Q1 		$204K Buy
+10,222
New +$210K 0.07% 94

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Seaview Investment Managers's PEY Position: Q2 2023 in Review

Seaview Investment Managers sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2023, closing a stake of 10,222 shares — an estimated $204K sold.

Seaview Investment Managers first reported a position in PEY in Q1 2023 and held it in 1 quarter. The position peaked at $204K in Q1 2023. 197 funds tracked by Wall St. Rank hold PEY as of Q2 2023.

  • Seaview Investment Managers reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
  • Seaview Investment Managers sold 10,222 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2023, an estimated $204K.
  • Seaview Investment Managers first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2023 and held it in 1 quarter.
  • Seaview Investment Managers's Invesco High Yield Equity Dividend Achievers ETF position peaked at $204K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2023.

Based on Seaview Investment Managers's 13F filing for Q2 2023, filed 10 Aug 2023.