Wealthspire Advisors (Maryland)’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,300	Closed	-$23K	–	1570
2019 Q1	$23K	Buy	1,300 +1,000	+333%	+$17.3K	﹤0.01%	1220
2018 Q4	$5K	Hold	300	–	–	﹤0.01%	1747
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	1819
2018 Q2	$5K	Hold	300	–	–	﹤0.01%	1811
2018 Q1	$5K	Sell	300 -300	-50%	-$5.27K	﹤0.01%	1821
2017 Q4	$11K	Hold	600	–	–	﹤0.01%	1557
2017 Q3	$10K	Hold	600	–	–	﹤0.01%	1580
2017 Q2	$10K	Buy	+600	New	+$10.2K	﹤0.01%	1538

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PEY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2019, closing a stake of 1,300 shares — an estimated $23K sold.

Wealthspire Advisors (Maryland) first reported a position in PEY in Q2 2017 and held it in 8 quarters. The position peaked at $23K in Q1 2019. 120 funds tracked by Wall St. Rank hold PEY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,300 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2019, an estimated $23K.
Wealthspire Advisors (Maryland) first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Invesco High Yield Equity Dividend Achievers ETF position peaked at $23K in Q1 2019.
120 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.