DAS
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
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
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CAL
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PFS
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SEIA
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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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return