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Wealthcare Advisory Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Wealthcare Advisory 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
2020
Q2 		– Sell
-410
Closed -$5K – 1062
2020
Q1 		$5K Buy
+410
New +$7K ﹤0.01% 1115

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UCFA
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SL
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Wealthcare Advisory Partners's PEY Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2020, closing a stake of 410 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in PEY in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 128 funds tracked by Wall St. Rank hold PEY as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 410 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2020, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $5K in Q1 2020.
  • 128 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.