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

Zullo Investment 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
2023 Q1	–	Sell	-1,000	Closed	-$20.7K	–	535
2022 Q4	$20.7K	Hold	1,000	–	–	0.01%	390
2022 Q3	$19K	Hold	1,000	–	–	0.01%	400
2022 Q2	$21K	Hold	1,000	–	–	0.01%	395
2022 Q1	$22K	Hold	1,000	–	–	0.01%	414
2021 Q4	$21K	Buy	+1,000	New	+$20.5K	0.01%	419

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Zullo Investment Group's PEY Position: Q1 2023 in Review

Zullo Investment Group sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2023, closing a stake of 1,000 shares — an estimated $20.7K sold.

Zullo Investment Group first reported a position in PEY in Q4 2021 and held it in 5 quarters. The position peaked at $22K in Q1 2022. 193 funds tracked by Wall St. Rank hold PEY as of Q1 2023.

Zullo Investment Group reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 1,000 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2023, an estimated $20.7K.
Zullo Investment Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $22K in Q1 2022.
193 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.