VVP
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Venture Visionary Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Venture Visionary Partners’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
-1,722
Closed -$35.4K – 1233
2022
Q2 		$35.4K Buy
+1,722
New +$36.9K ﹤0.01% 884

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
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
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Venture Visionary Partners's PEY Position: Q3 2022 in Review

Venture Visionary Partners sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2022, closing a stake of 1,722 shares — an estimated $35.4K sold.

Venture Visionary Partners first reported a position in PEY in Q2 2022 and held it in 1 quarter. The position peaked at $35.4K in Q2 2022. 192 funds tracked by Wall St. Rank hold PEY as of Q3 2022.

  • Venture Visionary Partners reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 1,722 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2022, an estimated $35.4K.
  • Venture Visionary Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $35.4K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.