B. Riley Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

B. Riley Wealth 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	$203K	Buy	+8,672	New	+$193K	0.01%	770
2025 Q4	–	Sell	-9,624	Closed	-$203K	–	1133
2025 Q3	$203K	Sell	9,624 -1,961	-17%	-$41.4K	0.01%	892
2025 Q2	$236K	Buy	+11,585	New	+$233K	0.01%	807
2024 Q4	$444K	Sell	20,897 -3,235	-13%	-$71K	0.01%	735
2024 Q3	$520K	Sell	24,132 -2,381	-9%	-$50.2K	0.01%	730
2024 Q2	$521K	Sell	26,513 -514	-2%	-$10.3K	0.01%	797
2024 Q1	$519K	Buy	27,027 +3,191	+13%	+$64.3K	0.01%	771
2023 Q4	$504K	Sell	23,836 -3,191	-12%	-$62K	0.01%	808
2023 Q3	$519K	Buy	27,027 +5,870	+28%	+$117K	0.01%	771
2023 Q2	$407K	Buy	21,157 +6,623	+46%	+$128K	0.01%	965
2023 Q1	$290K	Sell	14,534 -3,523	-20%	-$72.5K	0.01%	1083
2022 Q4	$374K	Sell	18,057 -149	-0.8%	-$3.04K	0.01%	924
2022 Q3	$339K	Sell	18,206 -20,264	-53%	-$418K	0.01%	942
2022 Q2	$791K	Buy	38,470 +1,549	+4%	+$33.2K	0.03%	493
2022 Q1	$806K	Buy	36,921 +9,163	+33%	+$196K	0.03%	553
2021 Q4	$585K	Hold	27,758	–	–	0.02%	731
2021 Q3	$550K	Buy	27,758 +8,940	+48%	+$181K	0.02%	727
2021 Q2	$389K	Buy	18,818 +436	+2%	+$9.13K	0.01%	897
2021 Q1	$373K	Buy	18,382 +6,888	+60%	+$130K	0.01%	878
2020 Q4	$200K	Buy	+11,494	New	+$187K	0.01%	929

Other funds holding PEY

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

B. Riley Wealth Advisors's PEY Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026: 8,672 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in PEY as recently as Q3 2025.

B. Riley Wealth Advisors first reported a position in PEY in Q4 2020 and has held it in 20 quarters since. The position peaked at $806K in Q1 2022. 24 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

B. Riley Wealth Advisors held 8,672 shares of Invesco High Yield Equity Dividend Achievers ETF worth $203K as of Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF was a new B. Riley Wealth Advisors position in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #770 holding.
B. Riley Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2020 and has held it in 20 quarters since.
B. Riley Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $806K in Q1 2022.
24 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.