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

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

Dynamic Advisor Solutions's PEY Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.6% in Q2 2026, selling an estimated $6.17K and leaving 16,769 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #764.

Dynamic Advisor Solutions first reported a position in PEY in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.49M in Q3 2024. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Dynamic Advisor Solutions held 16,769 shares of Invesco High Yield Equity Dividend Achievers ETF worth $389K as of Q2 2026.
Dynamic Advisor Solutions sold 277 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $6.17K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #764 holding.
Dynamic Advisor Solutions first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Dynamic Advisor Solutions's Invesco High Yield Equity Dividend Achievers ETF position peaked at $5.49M in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.