Advisornet Financial’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Advisornet Financial’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
2026 Q2	$967K	Sell	41,738 -40,066	-49%	-$893K	0.04%	277
2026 Q1	$1.75M	Sell	81,804 -63,695	-44%	-$1.37M	0.09%	185
2025 Q4	$2.97M	Sell	145,499 -58,304	-29%	-$1.2M	0.16%	122
2025 Q3	$4.29M	Buy	203,803 +5,783	+3%	+$122K	0.24%	92
2025 Q2	$4.04M	Buy	198,020 +89,756	+83%	+$1.81M	0.26%	74
2025 Q1	$2.32M	Buy	108,264 +29,404	+37%	+$635K	0.17%	138
2024 Q4	$1.68M	Buy	78,860 +9,816	+14%	+$215K	0.14%	157
2024 Q3	$1.51M	Buy	69,044 +22,546	+48%	+$475K	0.11%	176
2024 Q2	$913K	Buy	46,498 +10,970	+31%	+$219K	0.08%	218
2024 Q1	$734K	Sell	35,528 -295	-0.8%	-$5.95K	0.07%	248
2023 Q4	$757K	Sell	35,823 -7,581	-17%	-$147K	0.07%	256
2023 Q3	$833K	Buy	43,404 +461	+1%	+$9.19K	0.08%	228
2023 Q2	$825K	Buy	42,943 +375	+0.9%	+$7.24K	0.07%	233
2023 Q1	$848K	Buy	42,568 +2,604	+7%	+$53.6K	0.08%	230
2022 Q4	$827K	Buy	39,964 +653	+2%	+$13.3K	0.08%	228
2022 Q3	$731K	Buy	39,311 +6,564	+20%	+$136K	0.07%	256
2022 Q2	$673K	Buy	32,747 +5,170	+19%	+$111K	0.07%	263
2022 Q1	$602K	Buy	27,577 +2,371	+9%	+$50.8K	0.04%	341
2021 Q4	$531K	Buy	25,206 +3,528	+16%	+$72.4K	0.03%	393
2021 Q3	$429K	Buy	21,678 +19,097	+740%	+$386K	0.03%	394
2021 Q2	$53K	Buy	+2,581	New	+$54K	﹤0.01%	969
2020 Q2	–	Sell	-300	Closed	-$4.22K	–	1889
2020 Q1	$4K	Hold	300	–	–	﹤0.01%	1483
2019 Q4	$6K	Hold	300	–	–	﹤0.01%	1506
2019 Q3	$5K	Buy	+300	New	+$5.42K	﹤0.01%	1566
2019 Q1	–	Sell	-238	Closed	-$4.11K	–	1637
2018 Q4	$4K	Hold	238	–	–	﹤0.01%	1276
2018 Q3	$4K	Hold	238	–	–	﹤0.01%	1310
2018 Q2	$4K	Hold	238	–	–	﹤0.01%	1317
2018 Q1	$4K	Hold	238	–	–	﹤0.01%	1250
2017 Q4	$4K	Buy	+238	New	+$4.16K	﹤0.01%	1133

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisornet Financial's PEY Position: Q2 2026 in Review

Advisornet Financial reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 49% in Q2 2026, selling an estimated $893K and leaving 41,738 shares worth $967K. The position accounts for 0.04% of the portfolio, ranked #277.

Advisornet Financial first reported a position in PEY in Q4 2017 and has held it in 29 quarters since. The position peaked at $4.29M in Q3 2025. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Advisornet Financial held 41,738 shares of Invesco High Yield Equity Dividend Achievers ETF worth $967K as of Q2 2026.
Advisornet Financial sold 40,066 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $893K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #277 holding.
Advisornet Financial first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2017 and has held it in 29 quarters since.
Advisornet Financial's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.29M in Q3 2025.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.