Ameritas Advisory Services’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Ameritas Advisory Services’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
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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IRC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameritas Advisory Services's PEY Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2025, closing a stake of 12,000 shares — an estimated $253K sold.

Ameritas Advisory Services first reported a position in PEY in Q4 2021 and held it in 14 quarters. The position peaked at $584K in Q3 2023. 184 funds tracked by Wall St. Rank hold PEY as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 12,000 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2025, an estimated $253K.
Ameritas Advisory Services first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2021 and held it in 14 quarters.
Ameritas Advisory Services's Invesco High Yield Equity Dividend Achievers ETF position peaked at $584K in Q3 2023.
184 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.