BWM
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return