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Atria Investments’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Atria Investments’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
Q3 		– Sell
-34,405
Closed -$702K – 2123
2025
Q2 		$702K Sell
34,405
-70,281
-67% -$1.41M 0.01% 1237
2025
Q1 		$2.25M Sell
104,686
-97,012
-48% -$2.1M 0.03% 654
2024
Q4 		$4.29M Buy
201,698
+22,511
+13% +$494K 0.05% 402
2024
Q3 		$3.93M Sell
179,187
-894
-0.5% -$18.8K 0.05% 432
2024
Q2 		$3.54M Buy
180,081
+11,640
+7% +$233K 0.05% 444
2024
Q1 		$3.48M Buy
168,441
+3,143
+2% +$63.4K 0.05% 448
2023
Q4 		$3.49M Sell
165,298
-15,709
-9% -$305K 0.05% 396
2023
Q3 		$3.47M Buy
181,007
+71,045
+65% +$1.42M 0.06% 377
2023
Q2 		$2.11M Sell
109,962
-8,608
-7% -$166K 0.04% 533
2023
Q1 		$2.36M Buy
118,570
+22,710
+24% +$467K 0.04% 480
2022
Q4 		$1.98M Sell
95,860
-1,432
-1% -$29.3K 0.04% 515
2022
Q3 		$1.81M Sell
97,292
-5,168
-5% -$107K 0.04% 518
2022
Q2 		$2.11M Buy
102,460
+29,638
+41% +$636K 0.04% 491
2022
Q1 		$1.59M Buy
72,822
+14,686
+25% +$314K 0.03% 655
2021
Q4 		$1.22M Buy
58,136
+451
+0.8% +$9.25K 0.02% 749
2021
Q3 		$1.14M Sell
57,685
-11,037
-16% -$223K 0.02% 733
2021
Q2 		$1.42M Buy
68,722
+15,711
+30% +$329K 0.03% 638
2021
Q1 		$1.07M Sell
53,011
-10,512
-17% -$198K 0.02% 679
2020
Q4 		$1.1M Buy
+63,523
New +$1.03M 0.03% 640
2017
Q4 		– Sell
-10,740
Closed -$184K – 867
2017
Q3 		$184K Sell
10,740
-311
-3% -$5.25K 0.01% 753
2017
Q2 		$186K Sell
11,051
-66
-0.6% -$1.12K 0.01% 711
2017
Q1 		$190K Buy
11,117
+112
+1% +$1.91K 0.01% 657
2016
Q4 		$186K Buy
+11,005
New +$178K 0.01% 610

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Atria Investments's PEY Position: Q3 2025 in Review

Atria Investments sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2025, closing a stake of 34,405 shares — an estimated $702K sold.

Atria Investments first reported a position in PEY in Q4 2016 and held it in 23 quarters. The position peaked at $4.29M in Q4 2024. 200 funds tracked by Wall St. Rank hold PEY as of Q3 2025.

  • Atria Investments reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 34,405 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2025, an estimated $702K.
  • Atria Investments first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2016 and held it in 23 quarters.
  • Atria Investments's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.29M in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.