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Evolve Private Wealth’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Evolve Private Wealth’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 		– Sell
-19,169
Closed -$411K – 1182
2026
Q1 		$411K Hold
19,169
– – 0.02% 665
2025
Q4 		$391K Buy
+19,169
New +$395K 0.02% 629

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Evolve Private Wealth's PEY Position: Q2 2026 in Review

Evolve Private Wealth sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026, closing a stake of 19,169 shares — an estimated $411K sold.

Evolve Private Wealth first reported a position in PEY in Q4 2025 and held it in 2 quarters. The position peaked at $411K in Q1 2026. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Evolve Private Wealth reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 19,169 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $411K.
  • Evolve Private Wealth first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Invesco High Yield Equity Dividend Achievers ETF position peaked at $411K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.