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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chicago Partners Investment Group's PEY Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 2% in Q1 2026, selling an estimated $5.59K and leaving 12,643 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #1184.

Chicago Partners Investment Group first reported a position in PEY in Q4 2023 and has held it in 10 quarters since. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Chicago Partners Investment Group held 12,643 shares of Invesco High Yield Equity Dividend Achievers ETF worth $278K as of Q1 2026.
Chicago Partners Investment Group sold 261 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $5.59K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1184 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 10 quarters since.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.