Wealth Quarterback’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Wealth Quarterback’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	$15K	Buy	715 +8	+1%	+$162	0.01%	399
2021 Q2	$15K	Buy	+707	New	+$14.8K	0.01%	395
2020 Q2	–	Sell	-669	Closed	-$8.66K	–	568
2020 Q1	$8.66K	Buy	669 +8	+1%	+$137	0.01%	500
2019 Q4	$12.5K	Buy	+661	New	+$12.2K	0.01%	470

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

Wealth Quarterback's PEY Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.1% in Q3 2021, buying an estimated $162 and bringing the position to 715 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #399.

Wealth Quarterback first reported a position in PEY in Q4 2019 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold PEY as of Q3 2021.

Wealth Quarterback held 715 shares of Invesco High Yield Equity Dividend Achievers ETF worth $15K as of Q3 2021.
Wealth Quarterback bought 8 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2021, an estimated $162.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #399 holding.
Wealth Quarterback first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2019 and has held it in 4 quarters since.
144 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.