David Shaw’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

David Shaw’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	$290K	Buy	+12,508	New	+$279K	﹤0.01%	4431
2026 Q1	–	Sell	-38,140	Closed	-$778K	–	4930
2025 Q4	$778K	Buy	+38,140	New	+$786K	﹤0.01%	3692
2024 Q3	–	Sell	-12,806	Closed	-$252K	–	4787
2024 Q2	$252K	Sell	12,806 -13,778	-52%	-$275K	﹤0.01%	3982
2024 Q1	$549K	Buy	+26,584	New	+$536K	﹤0.01%	3433

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 $559M AUM 21.55% 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

David Shaw's PEY Position: Q2 2026 in Review

David Shaw opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026: 12,508 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #4431 among its holdings. This is a return to the name: David Shaw previously reported a position in PEY as recently as Q4 2025.

David Shaw first reported a position in PEY in Q1 2024 and has held it in 4 quarters since. The position peaked at $778K in Q4 2025. 186 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

David Shaw held 12,508 shares of Invesco High Yield Equity Dividend Achievers ETF worth $290K as of Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF was a new David Shaw position in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4431 holding.
David Shaw first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2024 and has held it in 4 quarters since.
David Shaw's Invesco High Yield Equity Dividend Achievers ETF position peaked at $778K in Q4 2025.
186 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.