Asset Dedication LLC’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Asset Dedication LLC’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 Q3	$16.1K	Buy	+706	New	+$17.1K	﹤0.01%	703

Other funds holding PEY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Asset Dedication LLC's PEY Position: Q3 2026 in Review

Asset Dedication LLC opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2026: 706 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings.

93 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

Asset Dedication LLC held 706 shares of Invesco High Yield Equity Dividend Achievers ETF worth $16.1K as of Q3 2026.
Invesco High Yield Equity Dividend Achievers ETF was a new Asset Dedication LLC position in Q3 2026.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q3 2026, its #703 holding.
93 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Asset Dedication LLC's 13F filing for Q3 2026, filed 3 Nov 2026.