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

CoreCap 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 Q3	$1.48K	Hold	65	–	–	﹤0.01%	2585
2026 Q2	$1.51K	Hold	65	–	–	﹤0.01%	2609
2026 Q1	$1.39K	Sell	65 -225	-78%	-$4.82K	﹤0.01%	2478
2025 Q4	$5.91K	Hold	290	–	–	﹤0.01%	2144
2025 Q3	$6.11K	Hold	290	–	–	﹤0.01%	2120
2025 Q2	$5.92K	Hold	290	–	–	﹤0.01%	2066
2025 Q1	$6.23K	Sell	290 -17,502	-98%	-$378K	﹤0.01%	2019
2024 Q4	$378K	Buy	17,792 +3,716	+26%	+$81.6K	0.02%	530
2024 Q3	$309K	Buy	14,076 +13,775	+4,576%	+$290K	0.01%	572
2024 Q2	$5.91K	Hold	301	–	–	﹤0.01%	1145
2024 Q1	$6.22K	Buy	+301	New	+$6.07K	﹤0.01%	1870
2022 Q4	$6K	Buy	+290	New	+$5.92K	﹤0.01%	1703
2022 Q3	–	Sell	-290	Closed	-$6K	–	1630
2022 Q2	$6K	Buy	+290	New	+$6.22K	﹤0.01%	1633
2022 Q1	–	Sell	-290	Closed	-$6K	–	1627
2021 Q4	$6K	Buy	+290	New	+$5.95K	﹤0.01%	1711

Other funds holding PEY

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

CoreCap Advisors's PEY Position: Q3 2026 in Review

CoreCap Advisors held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q3 2026 at 65 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

CoreCap Advisors first reported a position in PEY in Q4 2021 and has held it in 14 quarters since. The position peaked at $378K in Q4 2024. 29 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

CoreCap Advisors held 65 shares of Invesco High Yield Equity Dividend Achievers ETF worth $1.48K as of Q3 2026.
CoreCap Advisors left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q3 2026.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2585 holding.
CoreCap Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $378K in Q4 2024.
29 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.