Brookwood Investment Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Brookwood Investment Group’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	$226K	Buy	10,543 +63	+0.6%	+$1.35K	0.03%	458
2025 Q4	$214K	Sell	10,480 -533	-5%	-$11K	0.03%	470
2025 Q3	$232K	Sell	11,013 -510	-4%	-$10.8K	0.03%	421
2025 Q2	$235K	Sell	11,523 -122	-1%	-$2.46K	0.04%	374
2025 Q1	$250K	Buy	+11,645	New	+$252K	0.04%	353

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brookwood Investment Group's PEY Position: Q1 2026 in Review

Brookwood Investment Group increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.6% in Q1 2026, buying an estimated $1.35K and bringing the position to 10,543 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #458.

Brookwood Investment Group first reported a position in PEY in Q1 2025 and has held it in 5 quarters since. The position peaked at $250K in Q1 2025. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Brookwood Investment Group held 10,543 shares of Invesco High Yield Equity Dividend Achievers ETF worth $226K as of Q1 2026.
Brookwood Investment Group bought 63 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $1.35K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.03% of Brookwood Investment Group's portfolio in Q1 2026, its #458 holding.
Brookwood Investment Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
Brookwood Investment Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $250K in Q1 2025.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.