Founders Grove Wealth Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Founders Grove Wealth Partners’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	$3.68M	Sell	158,932 -6,071	-4%	-$135K	0.74%	33
2026 Q1	$3.53M	Sell	165,003 -24,240	-13%	-$520K	0.8%	33
2025 Q4	$3.86M	Sell	189,243 -7,096	-4%	-$146K	0.87%	31
2025 Q3	$4.14M	Sell	196,339 -26,208	-12%	-$553K	0.97%	29
2025 Q2	$4.54M	Sell	222,547 -4,999	-2%	-$101K	1.14%	29
2025 Q1	$4.89M	Sell	227,546 -1,574	-0.7%	-$34K	1.36%	25
2024 Q4	$4.87M	Buy	+229,120	New	+$5.03M	1.41%	25

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

Founders Grove Wealth Partners's PEY Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 3.7% in Q2 2026, selling an estimated $135K and leaving 158,932 shares worth $3.68M. The position accounts for 0.74% of the portfolio, ranked #33.

Founders Grove Wealth Partners first reported a position in PEY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.89M in Q1 2025. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Founders Grove Wealth Partners held 158,932 shares of Invesco High Yield Equity Dividend Achievers ETF worth $3.68M as of Q2 2026.
Founders Grove Wealth Partners sold 6,071 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $135K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.74% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #33 holding.
Founders Grove Wealth Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.89M in Q1 2025.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.