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 Q3	$739K	Buy	32,395 +1,735	+6%	+$42.1K	0.24%	89
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

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

BKM Wealth Management's PEY Position: Q3 2026 in Review

BKM Wealth Management increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 5.7% in Q3 2026, buying an estimated $42.1K and bringing the position to 32,395 shares worth $739K. The position accounts for 0.24% of the portfolio, ranked #89.

BKM Wealth Management first reported a position in PEY in Q4 2023 and has held it in 12 quarters since. 42 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

BKM Wealth Management held 32,395 shares of Invesco High Yield Equity Dividend Achievers ETF worth $739K as of Q3 2026.
BKM Wealth Management bought 1,735 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $42.1K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.24% of BKM Wealth Management's portfolio in Q3 2026, its #89 holding.
BKM Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and has held it in 12 quarters since.
42 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.