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

Focus Financial Network’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
2025 Q4	–	Sell	-11,338	Closed	-$239K	–	752
2025 Q3	$239K	Sell	11,338 -110	-1%	-$2.32K	0.01%	660
2025 Q2	$234K	Buy	+11,448	New	+$230K	0.01%	644
2025 Q1	–	Sell	-9,518	Closed	-$202K	–	701
2024 Q4	$202K	Buy	9,518 +56	+0.6%	+$1.23K	0.01%	649
2024 Q3	$207K	Sell	9,462 -6	-0.1%	-$126	0.01%	644
2024 Q2	$201K	Buy	+9,468	New	+$189K	0.01%	638
2024 Q1	–	Sell	-23,831	Closed	-$504K	–	722
2023 Q4	$504K	Buy	23,831 +13,255	+125%	+$258K	0.02%	456
2023 Q3	$203K	Buy	10,576 +44	+0.4%	+$877	0.01%	557
2023 Q2	$202K	Buy	10,532 +80	+0.8%	+$1.54K	0.01%	562
2023 Q1	$208K	Sell	10,452 -729	-7%	-$15K	0.01%	535
2022 Q4	$231K	Buy	+11,181	New	+$228K	0.02%	421

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

Focus Financial Network's PEY Position: Q4 2025 in Review

Focus Financial Network sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2025, closing a stake of 11,338 shares — an estimated $239K sold.

Focus Financial Network first reported a position in PEY in Q4 2022 and held it in 10 quarters. The position peaked at $504K in Q4 2023. 184 funds tracked by Wall St. Rank hold PEY as of Q4 2025.

Focus Financial Network reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
Focus Financial Network sold 11,338 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2025, an estimated $239K.
Focus Financial Network first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2022 and held it in 10 quarters.
Focus Financial Network's Invesco High Yield Equity Dividend Achievers ETF position peaked at $504K in Q4 2023.
184 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.