David J. Yvars Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

David J. Yvars 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 Q3	$271K	Hold	11,800	–	–	0.12%	79
2026 Q2	$276K	Hold	11,800	–	–	0.13%	74
2026 Q1	$251K	Hold	11,800	–	–	0.14%	70
2025 Q4	$242K	Hold	11,800	–	–	0.13%	78
2025 Q3	$247K	Hold	11,800	–	–	0.13%	77
2025 Q2	$241K	Hold	11,800	–	–	0.14%	69
2025 Q1	$251K	Hold	11,800	–	–	0.2%	54
2024 Q4	$250K	Hold	11,800	–	–	0.15%	62
2024 Q3	$258K	Hold	11,800	–	–	0.16%	65
2024 Q2	$230K	Hold	11,800	–	–	0.14%	66
2024 Q1	$242K	Hold	11,800	–	–	0.16%	65
2023 Q4	$251K	Buy	+11,800	New	+$229K	0.2%	58

Other funds holding PEY

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

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

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

David J. Yvars Group's PEY Position: Q3 2026 in Review

David J. Yvars Group held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q3 2026 at 11,800 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #79.

David J. Yvars Group first reported a position in PEY in Q4 2023 and has held it in 12 quarters since. The position peaked at $276K in Q2 2026. 38 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

David J. Yvars Group held 11,800 shares of Invesco High Yield Equity Dividend Achievers ETF worth $271K as of Q3 2026.
David J. Yvars Group left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q3 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.12% of David J. Yvars Group's portfolio in Q3 2026, its #79 holding.
David J. Yvars Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and has held it in 12 quarters since.
David J. Yvars Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $276K in Q2 2026.
38 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.