TRUE Private Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

TRUE Private 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
2022 Q3	–	Sell	-40,491	Closed	-$832K	–	235
2022 Q2	$832K	Buy	40,491 +2,726	+7%	+$58.5K	0.12%	84
2022 Q1	$822K	Buy	+37,765	New	+$808K	0.12%	92
2021 Q1	–	Sell	-75	Closed	-$1K	–	563
2020 Q4	$1K	Hold	75	–	–	﹤0.01%	714
2020 Q3	$1K	Hold	75	–	–	﹤0.01%	667
2020 Q2	$1K	Hold	75	–	–	﹤0.01%	655
2020 Q1	$0	Buy	+75	New	+$1.28K	﹤0.01%	790

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

TRUE Private Wealth Advisors's PEY Position: Q3 2022 in Review

TRUE Private Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2022, closing a stake of 40,491 shares — an estimated $832K sold.

TRUE Private Wealth Advisors first reported a position in PEY in Q1 2020 and held it in 6 quarters. The position peaked at $832K in Q2 2022. 192 funds tracked by Wall St. Rank hold PEY as of Q3 2022.

TRUE Private Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 40,491 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2022, an estimated $832K.
TRUE Private Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2020 and held it in 6 quarters.
TRUE Private Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $832K in Q2 2022.
192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.