Family Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Family Management’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	$42.8K	Hold	2,000	–	–	0.01%	277
2025 Q4	$40.8K	Buy	+2,000	New	+$41.2K	0.01%	259
2024 Q3	–	Sell	-2,000	Closed	-$39.3K	–	201
2024 Q2	$39.3K	Hold	2,000	–	–	0.01%	158
2024 Q1	$41.3K	Hold	2,000	–	–	0.01%	161
2023 Q4	$42.3K	Buy	+2,000	New	+$38.9K	0.01%	154

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Family Management's PEY Position: Q1 2026 in Review

Family Management held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q1 2026 at 2,000 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #277.

Family Management first reported a position in PEY in Q4 2023 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Family Management held 2,000 shares of Invesco High Yield Equity Dividend Achievers ETF worth $42.8K as of Q1 2026.
Family Management left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q1 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Family Management's portfolio in Q1 2026, its #277 holding.
Family Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and has held it in 5 quarters since.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.