Simplicity Solutions’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-11,246	Closed	-$178K	–	792
2018 Q4	$178K	Buy	+11,246	New	+$193K	0.02%	572
2017 Q3	–	Sell	-34,437	Closed	-$580K	–	332
2017 Q2	$580K	Buy	34,437 +5,525	+19%	+$93.5K	0.07%	220
2017 Q1	$494K	Buy	+28,912	New	+$493K	0.08%	227

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Simplicity Solutions's PEY Position: Q1 2019 in Review

Simplicity Solutions sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2019, closing a stake of 11,246 shares — an estimated $178K sold.

Simplicity Solutions first reported a position in PEY in Q1 2017 and held it in 3 quarters. The position peaked at $580K in Q2 2017. 127 funds tracked by Wall St. Rank hold PEY as of Q1 2019.

Simplicity Solutions reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2019 after selling out during the quarter.
Simplicity Solutions sold 11,246 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2019, an estimated $178K.
Simplicity Solutions first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2017 and held it in 3 quarters.
Simplicity Solutions's Invesco High Yield Equity Dividend Achievers ETF position peaked at $580K in Q2 2017.
127 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.