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Caitlin John’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Caitlin John’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 		$18.5K Buy
+800
New +$17.8K 0.01% 512
2026
Q1 		– Sell
-552
Closed -$11.2K – 985
2025
Q4 		$11.2K Buy
+552
New +$11.4K 0.01% 521

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Caitlin John's PEY Position: Q2 2026 in Review

Caitlin John opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026: 800 shares worth $18.5K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Caitlin John previously reported a position in PEY as recently as Q4 2025.

Caitlin John first reported a position in PEY in Q4 2025 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Caitlin John held 800 shares of Invesco High Yield Equity Dividend Achievers ETF worth $18.5K as of Q2 2026.
  • Invesco High Yield Equity Dividend Achievers ETF was a new Caitlin John position in Q2 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Caitlin John's portfolio in Q2 2026, its #512 holding.
  • Caitlin John first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2025 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.