Financial Insights’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Financial Insights’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	$269K	Hold	11,600	–	–	0.07%	123
2026 Q1	$248K	Hold	11,600	–	–	0.08%	114
2025 Q4	$236K	Sell	11,600 -1,500	-11%	-$30.9K	0.08%	114
2025 Q3	$276K	Sell	13,100 -1,000	-7%	-$21.1K	0.09%	106
2025 Q2	$288K	Hold	14,100	–	–	0.11%	94
2025 Q1	$303K	Hold	14,100	–	–	0.12%	80
2024 Q4	$300K	Hold	14,100	–	–	0.11%	83
2024 Q3	$309K	Buy	14,100 +500	+4%	+$10.5K	0.1%	111
2024 Q2	$267K	Hold	13,600	–	–	0.07%	140
2024 Q1	$281K	Hold	13,600	–	–	0.08%	139
2023 Q4	$288K	Hold	13,600	–	–	0.09%	134
2023 Q3	$248K	Sell	13,600 -1,000	-7%	-$19.9K	0.09%	134
2023 Q2	$281K	Hold	14,600	–	–	0.1%	135
2023 Q1	$291K	Sell	14,600 -226	-2%	-$4.65K	0.12%	134
2022 Q4	$307K	Hold	14,826	–	–	0.15%	117
2022 Q3	$276K	Buy	14,826 +1,100	+8%	+$22.7K	0.19%	102
2022 Q2	$282K	Buy	13,726 +226	+2%	+$4.85K	0.29%	65
2022 Q1	$295K	Hold	13,500	–	–	0.27%	64
2021 Q4	$284K	Hold	13,500	–	–	0.25%	66
2021 Q3	$267K	Hold	13,500	–	–	0.25%	67
2021 Q2	$279K	Hold	13,500	–	–	0.23%	66
2021 Q1	$273K	Hold	13,500	–	–	0.2%	68
2020 Q4	$235K	Sell	13,500 -200	-1%	-$3.25K	0.18%	70
2020 Q3	$197K	Buy	13,700 +10,293	+302%	+$151K	0.17%	74
2020 Q2	$212K	Sell	3,407 -11,293	-77%	-$159K	0.19%	72
2020 Q1	$190K	Hold	14,700	–	–	0.2%	70
2019 Q4	$279K	Hold	14,700	–	–	0.24%	59
2019 Q3	$269K	Hold	14,700	–	–	0.26%	57
2019 Q2	$257K	Hold	14,700	–	–	0.26%	54
2019 Q1	$268K	Hold	14,700	–	–	0.28%	48
2018 Q4	$251K	Buy	+14,700	New	+$252K	0.28%	46

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

Financial Insights's PEY Position: Q2 2026 in Review

Financial Insights held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 11,600 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #123.

Financial Insights first reported a position in PEY in Q4 2018 and has held it in 31 quarters since. The position peaked at $309K in Q3 2024. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Financial Insights held 11,600 shares of Invesco High Yield Equity Dividend Achievers ETF worth $269K as of Q2 2026.
Financial Insights left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.07% of Financial Insights's portfolio in Q2 2026, its #123 holding.
Financial Insights first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2018 and has held it in 31 quarters since.
Financial Insights's Invesco High Yield Equity Dividend Achievers ETF position peaked at $309K in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.