Foundations Investment Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Foundations Investment 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
2025 Q1	–	Sell	-84,386	Closed	-$1.79M	–	911
2024 Q4	$1.79M	Sell	84,386 -67	-0.1%	-$1.47K	0.03%	304
2024 Q3	$1.85M	Hold	84,453	–	–	0.04%	283
2024 Q2	$1.66M	Buy	84,453 +324	+0.4%	+$6.47K	0.04%	256
2024 Q1	$1.74M	Sell	84,129 -63	-0.1%	-$1.27K	0.05%	246
2023 Q4	$1.71M	Hold	84,192	–	–	0.05%	245
2023 Q3	$1.62M	Hold	84,192	–	–	0.05%	241
2023 Q2	$1.62M	Hold	84,192	–	–	0.05%	216
2023 Q1	$1.68M	Hold	84,192	–	–	0.06%	184
2022 Q4	$1.74M	Hold	84,192	–	–	0.07%	149
2022 Q3	$1.56M	Buy	+84,192	New	+$1.74M	0.07%	121

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

IRC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foundations Investment Advisors's PEY Position: Q1 2025 in Review

Foundations Investment Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2025, closing a stake of 84,386 shares — an estimated $1.79M sold.

Foundations Investment Advisors first reported a position in PEY in Q3 2022 and held it in 10 quarters. The position peaked at $1.85M in Q3 2024. 192 funds tracked by Wall St. Rank hold PEY as of Q1 2025.

Foundations Investment Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
Foundations Investment Advisors sold 84,386 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2025, an estimated $1.79M.
Foundations Investment Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2022 and held it in 10 quarters.
Foundations Investment Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $1.85M in Q3 2024.
192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.