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

Atria Wealth Solutions’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
Q2 		– Sell
-12,393
Closed -$266K – 1787
2025
Q1 		$266K Sell
12,393
-1,775
-13% -$38.3K ﹤0.01% 1546
2024
Q4 		$301K Sell
14,168
-12,349
-47% -$271K ﹤0.01% 1544
2024
Q3 		$582K Sell
26,517
-9,267
-26% -$195K 0.01% 1167
2024
Q2 		$703K Sell
35,784
-20,255
-36% -$405K 0.01% 1058
2024
Q1 		$1.16M Sell
56,039
-13,492
-19% -$272K 0.01% 849
2023
Q4 		$1.47M Buy
69,531
+7,112
+11% +$138K 0.02% 714
2023
Q3 		$1.2M Buy
62,419
+1,430
+2% +$28.5K 0.02% 734
2023
Q2 		$1.17M Buy
60,989
+107
+0.2% +$2.06K 0.02% 779
2023
Q1 		$1.21M Buy
60,882
+8,926
+17% +$184K 0.02% 725
2022
Q4 		$1.07M Buy
51,956
+16,696
+47% +$341K 0.02% 714
2022
Q3 		$656K Buy
35,260
+19,294
+121% +$398K 0.01% 893
2022
Q2 		$328K Buy
15,966
+5
+0% +$107 0.01% 1164
2022
Q1 		$348K Buy
+15,961
New +$342K 0.01% 1249

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's PEY Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2025, closing a stake of 12,393 shares — an estimated $266K sold.

Atria Wealth Solutions first reported a position in PEY in Q1 2022 and held it in 13 quarters. The position peaked at $1.47M in Q4 2023. 199 funds tracked by Wall St. Rank hold PEY as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,393 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2025, an estimated $266K.
  • Atria Wealth Solutions first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Invesco High Yield Equity Dividend Achievers ETF position peaked at $1.47M in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.