Clearstead Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Clearstead 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	$111K	Buy	4,771 +1	+0%	+$22	﹤0.01%	1262
2026 Q1	$102K	Buy	4,770 +1	+0%	+$21	﹤0.01%	1133
2025 Q4	$97.2K	Sell	4,769 -298	-6%	-$6.14K	﹤0.01%	1141
2025 Q3	$107K	Buy	5,067 +1	+0%	+$21	﹤0.01%	1035
2025 Q2	$103K	Sell	5,066 -3,056	-38%	-$61.5K	﹤0.01%	1054
2025 Q1	$174K	Buy	8,122 +405	+5%	+$8.75K	﹤0.01%	863
2024 Q4	$164K	Hold	7,717	–	–	﹤0.01%	905
2024 Q3	$169K	Hold	7,717	–	–	﹤0.01%	905
2024 Q2	$152K	Buy	7,717 +4,660	+152%	+$93.1K	﹤0.01%	901
2024 Q1	$62.8K	Buy	3,057 +986	+48%	+$19.9K	﹤0.01%	714
2023 Q4	$43.8K	Buy	2,071 +1,214	+142%	+$23.6K	﹤0.01%	774
2023 Q3	$16.4K	Hold	857	–	–	﹤0.01%	920
2023 Q2	$16.5K	Hold	857	–	–	﹤0.01%	921
2023 Q1	$17.1K	Hold	857	–	–	﹤0.01%	874
2022 Q4	$17.7K	Hold	857	–	–	﹤0.01%	816
2022 Q3	$16K	Hold	857	–	–	﹤0.01%	812
2022 Q2	$18K	Buy	+857	New	+$18.4K	﹤0.01%	830

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 $569M AUM 15.41% 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

Clearstead Advisors's PEY Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.02% in Q2 2026, buying an estimated $22 and bringing the position to 4,771 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Clearstead Advisors first reported a position in PEY in Q2 2022 and has held it in 17 quarters since. The position peaked at $174K in Q1 2025. 186 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Clearstead Advisors held 4,771 shares of Invesco High Yield Equity Dividend Achievers ETF worth $111K as of Q2 2026.
Clearstead Advisors bought 1 Invesco High Yield Equity Dividend Achievers ETF share in Q2 2026, an estimated $22.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1262 holding.
Clearstead Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
Clearstead Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $174K in Q1 2025.
186 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.