Squar Milner Financial Services’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-513	Closed	-$6K	–	558
2020 Q1	$6K	Hold	513	–	–	﹤0.01%	585
2019 Q4	$9K	Buy	+513	New	+$9.43K	﹤0.01%	594
2019 Q3	–	Sell	-530	Closed	-$10K	–	567
2019 Q2	$10K	Hold	530	–	–	0.01%	524
2019 Q1	$9K	Hold	530	–	–	0.01%	546
2018 Q4	$8K	Hold	530	–	–	0.01%	510
2018 Q3	$10K	Sell	530 -780	-60%	-$14K	0.01%	499
2018 Q2	$23K	Buy	+1,310	New	+$22.6K	0.02%	459

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Squar Milner Financial Services's PEY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2020, closing a stake of 513 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in PEY in Q2 2018 and held it in 7 quarters. The position peaked at $23K in Q2 2018. 128 funds tracked by Wall St. Rank hold PEY as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 513 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2020, an estimated $6K.
Squar Milner Financial Services first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Invesco High Yield Equity Dividend Achievers ETF position peaked at $23K in Q2 2018.
128 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.