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

Sequoia 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 Q3	–	Sell	-89,567	Closed	-$1.63M	–	64
2019 Q2	$1.63M	Buy	89,567 +190	+0.2%	+$3.41K	1.54%	13
2019 Q1	$1.6M	Buy	89,377 +4,022	+5%	+$69.4K	1.3%	19
2018 Q4	$1.35M	Sell	85,355 -2,404	-3%	-$41.3K	1.34%	18
2018 Q3	$1.58M	Buy	87,759 +24,192	+38%	+$435K	1.36%	23
2018 Q2	$1.12M	Sell	63,567 -417,492	-87%	-$7.21M	1.19%	22
2018 Q1	$8.19M	Buy	481,059 +26,991	+6%	+$474K	7.91%	5
2017 Q4	$8.19M	Buy	+454,068	New	+$7.94M	7.4%	5

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sequoia Wealth Management's PEY Position: Q3 2019 in Review

Sequoia Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2019, closing a stake of 89,567 shares — an estimated $1.63M sold.

Sequoia Wealth Management first reported a position in PEY in Q4 2017 and held it in 7 quarters. The position peaked at $8.19M in Q4 2017. 125 funds tracked by Wall St. Rank hold PEY as of Q3 2019.

Sequoia Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 89,567 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2019, an estimated $1.63M.
Sequoia Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2017 and held it in 7 quarters.
Sequoia Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $8.19M in Q4 2017.
125 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.