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

Synergy 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
2025
Q1 		– Sell
-3,181
Closed -$67.6K – 650
2024
Q4 		$67.6K Buy
+3,181
New +$69.8K 0.03% 211

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Synergy Investment Management's PEY Position: Q1 2025 in Review

Synergy Investment Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2025, closing a stake of 3,181 shares — an estimated $67.6K sold.

Synergy Investment Management first reported a position in PEY in Q4 2024 and held it in 1 quarter. The position peaked at $67.6K in Q4 2024. 192 funds tracked by Wall St. Rank hold PEY as of Q1 2025.

  • Synergy Investment Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 3,181 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2025, an estimated $67.6K.
  • Synergy Investment Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $67.6K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.