Farther Finance Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Farther Finance Advisors’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	$27.6K	Sell	1,190 -1,287	-52%	-$28.7K	﹤0.01%	3728
2026 Q1	$52.9K	Hold	2,477	–	–	﹤0.01%	2964
2025 Q4	$50.5K	Hold	2,477	–	–	﹤0.01%	2810
2025 Q3	$52.2K	Hold	2,477	–	–	﹤0.01%	2410
2025 Q2	$50.6K	Sell	2,477 -1,265	-34%	-$25.5K	﹤0.01%	2126
2025 Q1	$80.2K	Buy	3,742 +1,790	+92%	+$38.7K	﹤0.01%	1653
2024 Q4	$41.5K	Sell	1,952 -2,472	-56%	-$54.3K	﹤0.01%	1756
2024 Q3	$97K	Buy	4,424 +3,977	+890%	+$83.8K	﹤0.01%	1318
2024 Q2	$8.71K	Buy	447 +5	+1%	+$100	﹤0.01%	2136
2024 Q1	$9.02K	Hold	442	–	–	﹤0.01%	1803
2023 Q4	$9.34K	Buy	+442	New	+$8.59K	﹤0.01%	1640

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

Farther Finance Advisors's PEY Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 52% in Q2 2026, selling an estimated $28.7K and leaving 1,190 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3728.

Farther Finance Advisors first reported a position in PEY in Q4 2023 and has held it in 11 quarters since. The position peaked at $97K in Q3 2024. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Farther Finance Advisors held 1,190 shares of Invesco High Yield Equity Dividend Achievers ETF worth $27.6K as of Q2 2026.
Farther Finance Advisors sold 1,287 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $28.7K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3728 holding.
Farther Finance Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Farther Finance Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $97K in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.