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

WealthPLAN 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
2017
Q2 		– Sell
-361
Closed -$6.12K – 350
2017
Q1 		$6.12K Buy
+361
New +$6.15K 0.02% 321
2016
Q3 		$5.53K Sell
355
-349
-50% -$5.5K ﹤0.01% 700
2016
Q2 		$5.48K Buy
+704
New +$10.4K ﹤0.01% 1952

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

WealthPLAN Partners's PEY Position: Q2 2017 in Review

WealthPLAN Partners sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2017, closing a stake of 361 shares — an estimated $6.12K sold.

WealthPLAN Partners first reported a position in PEY in Q2 2016 and held it in 3 quarters. The position peaked at $6.12K in Q1 2017. 119 funds tracked by Wall St. Rank hold PEY as of Q2 2017.

  • WealthPLAN Partners reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 361 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2017, an estimated $6.12K.
  • WealthPLAN Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $6.12K in Q1 2017.
  • 119 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.