Cerity Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Cerity Partners’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	$448K	Buy	19,348 +155	+0.8%	+$3.45K	﹤0.01%	2500
2026 Q1	$411K	Sell	19,193 -1,013	-5%	-$21.7K	﹤0.01%	2405
2025 Q4	$412K	Buy	20,206 +16	+0.1%	+$330	﹤0.01%	2219
2025 Q3	$425K	Hold	20,190	–	–	﹤0.01%	2075
2025 Q2	$412K	Hold	20,190	–	–	﹤0.01%	1975
2025 Q1	$433K	Buy	20,190 +1	+0%	+$22	﹤0.01%	1850
2024 Q4	$429K	Buy	+20,189	New	+$443K	﹤0.01%	1849
2024 Q2	–	Sell	-21,204	Closed	-$438K	–	2359
2024 Q1	$438K	Buy	+21,204	New	+$427K	﹤0.01%	1660
2023 Q2	–	Sell	-12,498	Closed	-$248K	–	1878
2023 Q1	$248K	Buy	+12,498	New	+$257K	﹤0.01%	1630

Other funds holding PEY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return

Cerity Partners's PEY Position: Q2 2026 in Review

Cerity Partners increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.81% in Q2 2026, buying an estimated $3.45K and bringing the position to 19,348 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Cerity Partners first reported a position in PEY in Q1 2023 and has held it in 9 quarters since. 175 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Cerity Partners held 19,348 shares of Invesco High Yield Equity Dividend Achievers ETF worth $448K as of Q2 2026.
Cerity Partners bought 155 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $3.45K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2500 holding.
Cerity Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2023 and has held it in 9 quarters since.
175 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.