WT Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-27,605
Closed -$524K 78
2019
Q4
$524K Sell
27,605
-15,450
-36% -$284K 0.4% 48
2019
Q3
$788K Buy
+43,055
New +$778K 0.68% 33

Other funds holding PEY

WT Wealth Management's PEY Position: Q1 2020 in Review

WT Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2020, closing a stake of 27,605 shares — an estimated $524K sold.

WT Wealth Management first reported a position in PEY in Q3 2019 and held it in 2 quarters. The position peaked at $788K in Q3 2019. 132 funds tracked by Wall St. Rank hold PEY as of Q1 2020.

  • WT Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • WT Wealth Management sold 27,605 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2020, an estimated $524K.
  • WT Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2019 and held it in 2 quarters.
  • WT Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $788K in Q3 2019.
  • 132 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2020.

Based on WT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.