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Essential Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Essential Partners’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
Q1 		– Sell
-54
Closed -$1.1K – 2950
2025
Q4 		$1.1K Buy
+54
New +$1.11K ﹤0.01% 1998

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Essential Partners's PEY Position: Q1 2026 in Review

Essential Partners sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2026, closing a stake of 54 shares — an estimated $1.1K sold.

Essential Partners first reported a position in PEY in Q4 2025 and held it in 1 quarter. The position peaked at $1.1K in Q4 2025. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

  • Essential Partners reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 54 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $1.1K.
  • Essential Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $1.1K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.