Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Cambridge Investment Research Advisors’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 		$2.27M Sell
97,827
-5,874
-6% -$131K 0.01% 1470
2026
Q1 		$2.22M Sell
103,701
-2,920
-3% -$62.6K 0.01% 1513
2025
Q4 		$2.17M Sell
106,621
-12,272
-10% -$253K 0.01% 1453
2025
Q3 		$2.5M Buy
118,893
+6,599
+6% +$139K 0.01% 1339
2025
Q2 		$2.29M Sell
112,294
-932
-0.8% -$18.8K 0.01% 1333
2025
Q1 		$2.43M Buy
113,226
+33,382
+42% +$721K 0.01% 1222
2024
Q4 		$1.7M Sell
79,844
-17,373
-18% -$381K 0.01% 1476
2024
Q3 		$2.13M Sell
97,217
-583
-0.6% -$12.3K 0.01% 1299
2024
Q2 		$1.92M Sell
97,800
-2,168
-2% -$43.3K 0.01% 1303
2024
Q1 		$2.06M Buy
99,968
+6,647
+7% +$134K 0.01% 1239
2023
Q4 		$1.97M Sell
93,321
-13,645
-13% -$265K 0.01% 1205
2023
Q3 		$2.05M Sell
106,966
-48,069
-31% -$958K 0.01% 1123
2023
Q2 		$2.98M Sell
155,035
-23,662
-13% -$456K 0.01% 926
2023
Q1 		$3.56M Sell
178,697
-249,696
-58% -$5.14M 0.02% 796
2022
Q4 		$8.86M Buy
428,393
+184,477
+76% +$3.77M 0.05% 399
2022
Q3 		$4.53M Sell
243,916
-81,133
-25% -$1.68M 0.03% 617
2022
Q2 		$6.68M Buy
325,049
+45,096
+16% +$967K 0.04% 463
2022
Q1 		$6.11M Buy
279,953
+82,399
+42% +$1.76M 0.03% 548
2021
Q4 		$4.16M Buy
197,554
+30,631
+18% +$628K 0.02% 727
2021
Q3 		$3.31M Buy
166,923
+28,390
+20% +$574K 0.02% 818
2021
Q2 		$2.86M Buy
138,533
+14,469
+12% +$303K 0.01% 925
2021
Q1 		$2.51M Sell
124,064
-12,251
-9% -$231K 0.01% 903
2020
Q4 		$2.37M Buy
136,315
+10,475
+8% +$170K 0.01% 839
2020
Q3 		$1.81M Buy
125,840
+8,910
+8% +$131K 0.01% 853
2020
Q2 		$1.69M Sell
116,930
-30,653
-21% -$432K 0.01% 850
2020
Q1 		$1.91M Sell
147,583
-81,420
-36% -$1.39M 0.02% 689
2019
Q4 		$4.35M Buy
229,003
+25,186
+12% +$463K 0.03% 515
2019
Q3 		$3.73M Buy
203,817
+23,451
+13% +$424K 0.03% 531
2019
Q2 		$3.27M Buy
180,366
+2,163
+1% +$38.8K 0.03% 543
2019
Q1 		$3.18M Buy
178,203
+70,711
+66% +$1.22M 0.03% 538
2018
Q4 		$1.7M Sell
107,492
-13,127
-11% -$225K 0.02% 692
2018
Q3 		$2.16M Buy
120,619
+4,472
+4% +$80.4K 0.02% 663
2018
Q2 		$2.04M Sell
116,147
-5,147
-4% -$88.9K 0.02% 640
2018
Q1 		$2.06M Buy
121,294
+1,453
+1% +$25.5K 0.02% 616
2017
Q4 		$2.13M Sell
119,841
-1,093
-0.9% -$19.1K 0.03% 565
2017
Q3 		$2.07M Sell
120,934
-46,608
-28% -$787K 0.03% 524
2017
Q2 		$2.82M Sell
167,542
-5,495
-3% -$93K 0.04% 399
2017
Q1 		$2.95M Sell
173,037
-5,121
-3% -$87.2K 0.05% 339
2016
Q4 		$3.02M Buy
178,158
+90,301
+103% +$1.46M 0.06% 312
2016
Q3 		$1.4M Sell
87,857
-281
-0.3% -$4.43K 0.03% 547
2016
Q2 		$1.37M Buy
88,138
+6,074
+7% +$89.9K 0.03% 479
2016
Q1 		$1.17M Sell
82,064
-12,124
-13% -$161K 0.03% 508
2015
Q4 		$1.26M Buy
94,188
+17,773
+23% +$238K 0.03% 483
2015
Q3 		$969K Sell
76,415
-9,110
-11% -$119K 0.03% 493
2015
Q2 		$1.13M Sell
85,525
-30,381
-26% -$407K 0.03% 465
2015
Q1 		$1.55M Sell
115,906
-29,638
-20% -$396K 0.04% 361
2014
Q4 		$1.97M Buy
145,544
+104,193
+252% +$1.35M 0.06% 300
2014
Q3 		$515K Buy
41,351
+4,939
+14% +$62.3K 0.02% 816
2014
Q2 		$466K Buy
36,412
+4,771
+15% +$59K 0.02% 787
2014
Q1 		$386K Buy
31,641
+17
+0.1% +$199 0.01% 835
2013
Q4 		$375K Buy
31,624
+3,317
+12% +$38.1K 0.02% 779
2013
Q3 		$313K Buy
28,307
+7,576
+37% +$83.7K 0.01% 820
2013
Q2 		$222K Buy
+20,731
New +$222K 0.01% 894

Other funds holding PEY

IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cambridge Investment Research Advisors's PEY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 5.7% in Q2 2026, selling an estimated $131K and leaving 97,827 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #1470.

Cambridge Investment Research Advisors first reported a position in PEY in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.86M in Q4 2022. 62 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Cambridge Investment Research Advisors held 97,827 shares of Invesco High Yield Equity Dividend Achievers ETF worth $2.27M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 5,874 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $131K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1470 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $8.86M in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.