BKM Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

BKM Wealth Management’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	$711K	Sell	30,660 -1,095	-3%	-$24.4K	0.25%	88
2026 Q1	$680K	Buy	31,755 +940	+3%	+$20.1K	0.25%	89
2025 Q4	$628K	Buy	30,815 +970	+3%	+$20K	0.23%	91
2025 Q3	$629K	Buy	29,845 +3,046	+11%	+$64.3K	0.23%	91
2025 Q2	$547K	Sell	26,799 -363	-1%	-$7.3K	0.21%	100
2025 Q1	$583K	Sell	27,162 -437	-2%	-$9.44K	0.24%	97
2024 Q4	$587K	Buy	27,599 +1,512	+6%	+$33.2K	0.24%	96
2024 Q3	$572K	Sell	26,087 -996	-4%	-$21K	0.23%	109
2024 Q2	$532K	Sell	27,083 -1,570	-5%	-$31.4K	0.26%	102
2024 Q1	$592K	Hold	28,653	–	–	0.25%	96
2023 Q4	$606K	Buy	+28,653	New	+$557K	0.26%	91

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IRC

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BKM Wealth Management's PEY Position: Q2 2026 in Review

BKM Wealth Management reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 3.4% in Q2 2026, selling an estimated $24.4K and leaving 30,660 shares worth $711K. The position accounts for 0.25% of the portfolio, ranked #88.

BKM Wealth Management first reported a position in PEY in Q4 2023 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

BKM Wealth Management held 30,660 shares of Invesco High Yield Equity Dividend Achievers ETF worth $711K as of Q2 2026.
BKM Wealth Management sold 1,095 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $24.4K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.25% of BKM Wealth Management's portfolio in Q2 2026, its #88 holding.
BKM Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.