Ancora Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Ancora Advisors’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	$4.38K	Buy	189 +2	+1%	+$45	﹤0.01%	1653
2026 Q1	$4K	Buy	+187	New	+$4.01K	﹤0.01%	2021
2023 Q4	–	Sell	-2,298	Closed	-$44.1K	–	1811
2023 Q3	$44.1K	Buy	+2,298	New	+$45.8K	﹤0.01%	944
2018 Q4	–	Sell	-1,508	Closed	-$27K	–	1034
2018 Q3	$27K	Buy	+1,508	New	+$27.1K	﹤0.01%	1019
2017 Q1	–	Sell	-2,533	Closed	-$43K	–	963
2016 Q4	$43K	Buy	+2,533	New	+$40.9K	﹤0.01%	802
2014 Q3	–	Sell	-29,947	Closed	-$384K	–	486
2014 Q2	$384K	Hold	29,947	–	–	0.05%	349
2014 Q1	$365K	Hold	29,947	–	–	0.05%	327
2013 Q4	$355K	Hold	29,947	–	–	0.05%	301
2013 Q3	$331K	Hold	29,947	–	–	0.06%	298
2013 Q2	$321K	Buy	+29,947	New	+$320K	0.06%	301

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

Ancora Advisors's PEY Position: Q2 2026 in Review

Ancora Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.1% in Q2 2026, buying an estimated $45 and bringing the position to 189 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Ancora Advisors first reported a position in PEY in Q2 2013 and has held it in 10 quarters since. The position peaked at $384K in Q2 2014. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Ancora Advisors held 189 shares of Invesco High Yield Equity Dividend Achievers ETF worth $4.38K as of Q2 2026.
Ancora Advisors bought 2 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $45.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1653 holding.
Ancora Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2013 and has held it in 10 quarters since.
Ancora Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $384K in Q2 2014.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.