DJYG
PEY icon

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
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

IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

David J. Yvars Group's PEY Position: Q2 2026 in Review

David J. Yvars Group held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 11,800 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #74.

David J. Yvars Group first reported a position in PEY in Q4 2023 and has held it in 11 quarters since. 26 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • David J. Yvars Group held 11,800 shares of Invesco High Yield Equity Dividend Achievers ETF worth $276K as of Q2 2026.
  • David J. Yvars Group left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.13% of David J. Yvars Group's portfolio in Q2 2026, its #74 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 11 quarters since.
  • 26 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.