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Get Institutions for : 
Invesco High Yield Eq Div Achiev ETF (PEY)  
$20.48 0.02 (0.1%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 194    1
Total shares held : 
25,432,938  
% of shares held : 
60.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
-2,929,586  
% of shares held change : 
  -6.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$18.72  
Last Quarter's Ending Price : 
$21.14  
Last Quarter's Average Price
$19.43  
Change from last quarter's     
avg. price to the last closing  : 
1.05 (5.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 660,245
 2.6%
 
Increased Positions :
61
 454,471
 1.79%
 
Unchanged Positions :
50
 1,567,890
 6.16%
 
Decreased Positions :
67
-3,891,433
-15.3%
 
Closed Positions :
15
-152,869
-0.6%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Steel Peak Wealth Management LLC 435 *Closed 2024-03-31 0 $0 -22,050
   Rockbridge Investment Management LCC 725 *Closed 2023-12-31 0 $0 -1,174
   BESSEMER GROUP INC 2170 *Closed 2023-12-31 0 $0 -9,000
   Davis Investment Partners LLC 122 *Closed 2024-03-31 0 $0 -10,550
   ANCORA ADVISORS, LLC 1610 *Closed 2023-12-31 0 $0 -2,298
   Meridian Wealth Management LLC 373 *Closed 2024-03-31 0 $0 -171,371
   Ameritas Advisory Services LLC 755 *Closed 2023-12-31 0 $0 -30,601
   Eagle Strategies LLC 297 *Closed 2024-03-31 0 $0 -30,527
   Stonebridge Capital Advisors LLC 851 *Closed 2023-12-31 0 $0 -65
   J.W. COLE ADVISORS INC. 903 *Closed 2024-03-31 0 $0 -10,658

  10 Records found
  1    
  Page 1 of 1
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