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 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 $1.37T 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

Farther Finance Advisors's PEY Position: Q1 2026 in Review

Farther Finance Advisors held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q1 2026 at 2,477 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

Farther Finance Advisors first reported a position in PEY in Q4 2023 and has held it in 10 quarters since. The position peaked at $97K in Q3 2024. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Farther Finance Advisors held 2,477 shares of Invesco High Yield Equity Dividend Achievers ETF worth $52.9K as of Q1 2026.
Farther Finance Advisors 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 Farther Finance Advisors's portfolio in Q1 2026, its #2964 holding.
Farther Finance Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
Farther Finance Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $97K in Q3 2024.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.