Sonora Investment Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Sonora Investment 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
2021 Q3	$34K	Hold	1,741	–	–	﹤0.01%	501
2021 Q2	$36K	Buy	+1,741	New	+$36.5K	﹤0.01%	457
2016 Q2	–	Sell	-3,190	Closed	-$46.8K	–	911
2016 Q1	$46.8K	Buy	3,190 +1,050	+49%	+$13.9K	0.01%	296
2015 Q4	$29K	Buy	+2,140	New	+$28.7K	0.01%	317

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Sonora Investment Management's PEY Position: Q3 2021 in Review

Sonora Investment Management held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q3 2021 at 1,741 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Sonora Investment Management first reported a position in PEY in Q4 2015 and has held it in 4 quarters since. The position peaked at $46.8K in Q1 2016. 144 funds tracked by Wall St. Rank hold PEY as of Q3 2021.

Sonora Investment Management held 1,741 shares of Invesco High Yield Equity Dividend Achievers ETF worth $34K as of Q3 2021.
Sonora Investment Management left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q3 2021.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #501 holding.
Sonora Investment Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2015 and has held it in 4 quarters since.
Sonora Investment Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $46.8K in Q1 2016.
144 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.