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World Equity Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

World Equity Group’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
-17,462
Closed -$359K – 347
2022
Q2 		$359K Buy
+17,462
New +$374K 0.09% 227

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

World Equity Group's PEY Position: Q3 2022 in Review

World Equity Group sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2022, closing a stake of 17,462 shares — an estimated $359K sold.

World Equity Group first reported a position in PEY in Q2 2022 and held it in 1 quarter. The position peaked at $359K in Q2 2022. 192 funds tracked by Wall St. Rank hold PEY as of Q3 2022.

  • World Equity Group reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
  • World Equity Group sold 17,462 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2022, an estimated $359K.
  • World Equity Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2022 and held it in 1 quarter.
  • World Equity Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $359K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2022.

Based on World Equity Group's 13F filing for Q3 2022, filed 6 Sep 2024.