Dogwood Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Dogwood Wealth Management’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	$2.73K	Buy	118 +1	+0.9%	+$22	﹤0.01%	611
2026 Q1	$2.5K	Buy	117 +2	+2%	+$43	﹤0.01%	600
2025 Q4	$2.35K	Buy	115 +1	+0.9%	+$21	﹤0.01%	536
2025 Q3	$2.4K	Buy	114 +1	+0.9%	+$21	﹤0.01%	504
2025 Q2	$2.38K	Buy	113 +2	+2%	+$40	﹤0.01%	546
2025 Q1	$2.39K	Buy	111 +1	+0.9%	+$22	﹤0.01%	316
2024 Q4	$2.34K	Buy	+110	New	+$2.42K	﹤0.01%	226

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

Dogwood Wealth Management's PEY Position: Q2 2026 in Review

Dogwood Wealth Management increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.85% in Q2 2026, buying an estimated $22 and bringing the position to 118 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Dogwood Wealth Management first reported a position in PEY in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Dogwood Wealth Management held 118 shares of Invesco High Yield Equity Dividend Achievers ETF worth $2.73K as of Q2 2026.
Dogwood Wealth Management 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 Dogwood Wealth Management's portfolio in Q2 2026, its #611 holding.
Dogwood Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.