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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
+357
+21% +$6.94K ﹤0.01% 774
2023
Q3 		$32.9K Buy
1,714
+857
+100% +$17.1K ﹤0.01% 948
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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. 106 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.
  • 106 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.