Dynamic Advisor Solutions
PEY icon

Dynamic Advisor Solutions’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Dynamic Advisor Solutions’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 		$380K Sell
16,643
-126
-0.8% -$3.06K 0.01% 751
2026
Q2 		$389K Sell
16,769
-277
-2% -$6.17K 0.01% 764
2026
Q1 		$365K Sell
17,046
-2,909
-15% -$62.4K 0.01% 742
2025
Q4 		$407K Sell
19,955
-506
-2% -$10.4K 0.01% 679
2025
Q3 		$431K Sell
20,461
-3,361
-14% -$70.9K 0.01% 675
2025
Q2 		$486K Buy
23,822
+536
+2% +$10.8K 0.02% 612
2025
Q1 		$500K Sell
23,286
-1,303
-5% -$28.1K 0.02% 584
2024
Q4 		$523K Sell
24,589
-225,935
-90% -$4.96M 0.02% 421
2024
Q3 		$5.49M Buy
250,524
+1,767
+0.7% +$37.3K 0.16% 156
2024
Q2 		$4.89M Buy
248,757
+5,922
+2% +$118K 0.15% 165
2024
Q1 		$5.01M Buy
242,835
+5,802
+2% +$117K 0.17% 164
2023
Q4 		$5M Buy
+237,033
New +$4.61M 0.19% 160

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
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Dynamic Advisor Solutions's PEY Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.75% in Q3 2026, selling an estimated $3.06K and leaving 16,643 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #751.

Dynamic Advisor Solutions first reported a position in PEY in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.49M in Q3 2024. 31 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

  • Dynamic Advisor Solutions held 16,643 shares of Invesco High Yield Equity Dividend Achievers ETF worth $380K as of Q3 2026.
  • Dynamic Advisor Solutions sold 126 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $3.06K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #751 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and has held it in 12 quarters since.
  • Dynamic Advisor Solutions's Invesco High Yield Equity Dividend Achievers ETF position peaked at $5.49M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.