Ameritas Advisory Services’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
2026
Q3
$299K Buy
13,127
+41
+0.3% +$996 0.01% 947
2026
Q2
$303K Buy
+13,086
New +$292K 0.01% 952
2025
Q4
– Sell
-12,000
Closed -$253K – 1781
2025
Q3
$253K Sell
12,000
-160
-1% -$3.38K 0.02% 560
2025
Q2
$248K Sell
12,160
-13,179
-52% -$265K 0.01% 677
2025
Q1
$542K Sell
25,339
-491
-2% -$10.6K 0.02% 552
2024
Q4
$549K Buy
25,830
+13,290
+106% +$292K 0.02% 566
2024
Q3
$275K Sell
12,540
-13,218
-51% -$279K 0.01% 707
2024
Q2
$506K Buy
25,758
+23
+0.1% +$460 0.02% 579
2024
Q1
$524K Buy
+25,735
New +$519K 0.02% 543
2023
Q4
– Sell
-30,601
Closed -$584K – 806
2023
Q3
$584K Buy
+30,601
New +$610K 0.03% 465
2023
Q2
– Sell
-22,860
Closed -$455K – 1971
2023
Q1
$455K Buy
22,860
+111
+0.5% +$2.28K 0.02% 511
2022
Q4
$471K Buy
22,749
+6,464
+40% +$132K 0.02% 549
2022
Q3
$303K Buy
16,285
+1,995
+14% +$41.2K 0.02% 579
2022
Q2
$294K Buy
14,290
+706
+5% +$15.1K 0.02% 628
2022
Q1
$297K Buy
13,584
+2,957
+28% +$63.3K 0.01% 663
2021
Q4
$224K Buy
+10,627
New +$218K 0.01% 744

Other funds holding PEY

Ameritas Advisory Services's PEY Position: Q3 2026 in Review

Ameritas Advisory Services increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.31% in Q3 2026, buying an estimated $996 and bringing the position to 13,127 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #947.

Ameritas Advisory Services first reported a position in PEY in Q4 2021 and has held it in 16 quarters since. The position peaked at $584K in Q3 2023. 157 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

  • Ameritas Advisory Services held 13,127 shares of Invesco High Yield Equity Dividend Achievers ETF worth $299K as of Q3 2026.
  • Ameritas Advisory Services bought 41 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $996.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #947 holding.
  • Ameritas Advisory Services first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2021 and has held it in 16 quarters since.
  • Ameritas Advisory Services's Invesco High Yield Equity Dividend Achievers ETF position peaked at $584K in Q3 2023.
  • 157 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.