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Ten Capital Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Ten Capital Wealth Advisors’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
2023
Q1 		– Sell
-2,624
Closed -$54.3K – 635
2022
Q4 		$54.3K Hold
2,624
– – 0.02% 173
2022
Q3 		$49K Buy
+2,624
New +$54.2K 0.02% 156

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Ten Capital Wealth Advisors's PEY Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2023, closing a stake of 2,624 shares — an estimated $54.3K sold.

Ten Capital Wealth Advisors first reported a position in PEY in Q3 2022 and held it in 2 quarters. The position peaked at $54.3K in Q4 2022. 193 funds tracked by Wall St. Rank hold PEY as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 2,624 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2023, an estimated $54.3K.
  • Ten Capital Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $54.3K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.