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

WR Wealth Planners’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
2023
Q1 		– Sell
-336
Closed -$6.95K – 948
2022
Q4 		$6.95K Buy
+336
New +$6.86K ﹤0.01% 302

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

WR Wealth Planners's PEY Position: Q1 2023 in Review

WR Wealth Planners sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2023, closing a stake of 336 shares — an estimated $6.95K sold.

WR Wealth Planners first reported a position in PEY in Q4 2022 and held it in 1 quarter. The position peaked at $6.95K in Q4 2022. 193 funds tracked by Wall St. Rank hold PEY as of Q1 2023.

  • WR Wealth Planners reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • WR Wealth Planners sold 336 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2023, an estimated $6.95K.
  • WR Wealth Planners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2022 and held it in 1 quarter.
  • WR Wealth Planners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $6.95K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2023.

Based on WR Wealth Planners's 13F filing for Q1 2023, filed 1 Aug 2024.