CCWM
PEY icon

Cassaday & Co Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Cassaday & Co 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 		$115K Buy
+5,361
New +$115K ﹤0.01% 426

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

Cassaday & Co Wealth Management's PEY Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2026: 5,361 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

  • Cassaday & Co Wealth Management held 5,361 shares of Invesco High Yield Equity Dividend Achievers ETF worth $115K as of Q1 2026.
  • Invesco High Yield Equity Dividend Achievers ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #426 holding.
  • 176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.