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

Avantax 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 Q2	$1.18M	Sell	57,895 -9,602	-14%	-$193K	0.01%	1065
2025 Q1	$1.45M	Sell	67,497 -44,848	-40%	-$969K	0.01%	907
2024 Q4	$2.39M	Buy	112,345 +632	+0.6%	+$13.9K	0.02%	638
2024 Q3	$2.45M	Buy	111,713 +142	+0.1%	+$2.99K	0.02%	606
2024 Q2	$2.19M	Sell	111,571 -8,903	-7%	-$178K	0.02%	631
2024 Q1	$2.49M	Sell	120,474 -40,917	-25%	-$825K	0.02%	484
2023 Q4	$3.41M	Sell	161,391 -8,108	-5%	-$158K	0.03%	360
2023 Q3	$3.25M	Buy	169,499 +151,975	+867%	+$3.03M	0.04%	340
2023 Q2	$337K	Sell	17,524 -3,447	-16%	-$66.5K	﹤0.01%	1118
2023 Q1	$418K	Buy	20,971 +1,957	+10%	+$40.3K	0.01%	986
2022 Q4	$393K	Sell	19,014 -2,994	-14%	-$61.2K	0.01%	974
2022 Q3	$409K	Buy	22,008 +3,379	+18%	+$69.8K	0.01%	871
2022 Q2	$383K	Buy	18,629 +2,854	+18%	+$61.2K	0.01%	895
2022 Q1	$343K	Buy	15,775 +41	+0.3%	+$878	﹤0.01%	945
2021 Q4	$331K	Buy	15,734 +1,224	+8%	+$25.1K	0.01%	933
2021 Q3	$288K	Sell	14,510 -22,906	-61%	-$463K	﹤0.01%	940
2021 Q2	$774K	Buy	37,416 +13,395	+56%	+$280K	0.01%	546
2021 Q1	$487K	Sell	24,021 -6,848	-22%	-$129K	0.01%	627
2020 Q4	$539K	Sell	30,869 -49,433	-62%	-$804K	0.01%	535
2020 Q3	$1.15M	Buy	80,302 +30,826	+62%	+$453K	0.02%	505
2020 Q2	$713K	Buy	49,476 +4,245	+9%	+$59.8K	0.02%	404
2020 Q1	$588K	Sell	45,231 -17,597	-28%	-$301K	0.02%	404
2019 Q4	$1.19M	Buy	+62,828	New	+$1.15M	0.03%	300

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

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

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 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

Avantax Advisory Services's PEY Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 14% in Q2 2025, selling an estimated $193K and leaving 57,895 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1065.

Avantax Advisory Services first reported a position in PEY in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.41M in Q4 2023. 199 funds tracked by Wall St. Rank hold PEY as of Q2 2025.

Avantax Advisory Services held 57,895 shares of Invesco High Yield Equity Dividend Achievers ETF worth $1.18M as of Q2 2025.
Avantax Advisory Services sold 9,602 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2025, an estimated $193K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1065 holding.
Avantax Advisory Services first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Invesco High Yield Equity Dividend Achievers ETF position peaked at $3.41M in Q4 2023.
199 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.