tru Independence’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

tru Independence’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	–	Sell	-1,902	Closed	-$39K	–	303
2021 Q2	$39K	Buy	+1,902	New	+$39.8K	0.01%	241
2021 Q1	–	Sell	-5,134	Closed	-$772	–	594
2020 Q4	$772	Buy	+5,134	New	+$83.5K	﹤0.01%	361
2020 Q1	–	Sell	-1,829	Closed	-$24K	–	858
2019 Q4	$24K	Buy	+1,829	New	+$33.6K	﹤0.01%	472

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

CAN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

tru Independence's PEY Position: Q3 2021 in Review

tru Independence sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2021, closing a stake of 1,902 shares — an estimated $39K sold.

tru Independence first reported a position in PEY in Q4 2019 and held it in 3 quarters. The position peaked at $39K in Q2 2021. 144 funds tracked by Wall St. Rank hold PEY as of Q3 2021.

tru Independence reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,902 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2021, an estimated $39K.
tru Independence first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2019 and held it in 3 quarters.
tru Independence's Invesco High Yield Equity Dividend Achievers ETF position peaked at $39K in Q2 2021.
144 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.