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

Chicago Partners 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 Q2	$307K	Buy	12,786 +143	+1%	+$3.19K	0.01%	1236
2026 Q1	$278K	Sell	12,643 -261	-2%	-$5.59K	0.01%	1184
2025 Q4	$275K	Buy	12,904 +140	+1%	+$2.88K	0.01%	1079
2025 Q3	$269K	Buy	12,764 +194	+2%	+$4.09K	0.01%	1013
2025 Q2	$271K	Buy	12,570 +98	+0.8%	+$1.97K	0.01%	895
2025 Q1	$249K	Buy	12,472 +103	+0.8%	+$2.23K	0.01%	769
2024 Q4	$260K	Buy	12,369 +128	+1%	+$2.81K	0.01%	711
2024 Q3	$267K	Buy	12,241 +78	+0.6%	+$1.64K	0.01%	656
2024 Q2	$263K	Buy	12,163 +165	+1%	+$3.3K	0.01%	631
2024 Q1	$241K	Sell	11,998 -92	-0.8%	-$1.85K	0.01%	635
2023 Q4	$244K	Buy	+12,090	New	+$235K	0.01%	590

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Chicago Partners Investment Group's PEY Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.1% in Q2 2026, buying an estimated $3.19K and bringing the position to 12,786 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1236.

Chicago Partners Investment Group first reported a position in PEY in Q4 2023 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Chicago Partners Investment Group held 12,786 shares of Invesco High Yield Equity Dividend Achievers ETF worth $307K as of Q2 2026.
Chicago Partners Investment Group bought 143 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $3.19K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1236 holding.
Chicago Partners Investment Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.