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

GHP 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
2026
Q2 		$3.21M Buy
138,485
+894
+0.6% +$19.9K 0.12% 203
2026
Q1 		$2.95M Buy
137,591
+27
+0% +$579 0.12% 197
2025
Q4 		$2.8M Buy
137,564
+116
+0.1% +$2.39K 0.12% 196
2025
Q3 		$2.9M Sell
137,448
-3,114
-2% -$65.7K 0.12% 190
2025
Q2 		$2.87M Sell
140,562
-14,777
-10% -$297K 0.13% 191
2025
Q1 		$3.34M Sell
155,339
-2,755
-2% -$59.5K 0.16% 178
2024
Q4 		$3.36M Sell
158,094
-2,834
-2% -$62.2K 0.16% 180
2024
Q3 		$3.53M Sell
160,928
-427
-0.3% -$9K 0.16% 183
2024
Q2 		$3.17M Sell
161,355
-2,584
-2% -$51.6K 0.16% 182
2024
Q1 		$3.39M Sell
163,939
-1,557
-0.9% -$31.4K 0.17% 182
2023
Q4 		$3.5M Sell
165,496
-1,261
-0.8% -$24.5K 0.19% 168
2023
Q3 		$3.13M Sell
166,757
-1,716
-1% -$34.2K 0.19% 169
2023
Q2 		$3.5M Sell
168,473
-7,975
-5% -$154K 0.2% 162
2023
Q1 		$3.51M Sell
176,448
-3,706
-2% -$76.3K 0.22% 155
2022
Q4 		$3.73M Sell
180,154
-6,326
-3% -$129K 0.25% 146
2022
Q3 		$3.47M Sell
186,480
-2,580
-1% -$53.3K 0.27% 137
2022
Q2 		$3.88M Buy
189,060
+37
+0% +$793 0.29% 125
2022
Q1 		$4.13M Buy
+189,023
New +$4.05M 0.27% 130
2018
Q2 		– Sell
-197,140
Closed -$3.35M – 300
2018
Q1 		$3.35M Buy
197,140
+2,573
+1% +$45.2K 0.48% 58
2017
Q4 		$3.46M Buy
194,567
+2,360
+1% +$41.2K 0.49% 59
2017
Q3 		$3.3M Sell
192,207
-5,331
-3% -$90K 0.5% 57
2017
Q2 		$3.33M Sell
197,538
-415
-0.2% -$7.02K 0.53% 54
2017
Q1 		$3.38M Buy
197,953
+4,775
+2% +$81.4K 0.58% 42
2016
Q4 		$3.27M Sell
193,178
-2,271
-1% -$36.7K 0.61% 37
2016
Q3 		$3.1M Sell
195,449
-2,845
-1% -$44.8K 0.63% 33
2016
Q2 		$3.08M Sell
198,294
-874
-0.4% -$12.9K 0.66% 33
2016
Q1 		$2.84M Buy
199,168
+9,274
+5% +$123K 0.64% 32
2015
Q4 		$2.54M Buy
189,894
+12,120
+7% +$163K 0.61% 35
2015
Q3 		$2.25M Buy
177,774
+9,465
+6% +$123K 0.58% 39
2015
Q2 		$2.2M Sell
168,309
-4,566
-3% -$61.1K 0.54% 44
2015
Q1 		$2.32M Buy
172,875
+4,060
+2% +$54.3K 0.61% 34
2014
Q4 		$2.28M Buy
168,815
+8,364
+5% +$109K 0.63% 34
2014
Q3 		$2M Buy
160,451
+54,113
+51% +$683K 0.59% 39
2014
Q2 		$1.36M Buy
106,338
+12,564
+13% +$155K 0.4% 57
2014
Q1 		$1.14M Buy
93,774
+15,773
+20% +$185K 0.36% 61
2013
Q4 		$924K Sell
78,001
-2,194
-3% -$25.2K 0.3% 85
2013
Q3 		$886K Buy
80,195
+978
+1% +$10.8K 0.32% 78
2013
Q2 		$850K Buy
+79,217
New +$847K 0.34% 67

Other funds holding PEY

IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GHP Investment Advisors's PEY Position: Q2 2026 in Review

GHP Investment Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.65% in Q2 2026, buying an estimated $19.9K and bringing the position to 138,485 shares worth $3.21M. The position accounts for 0.12% of the portfolio, ranked #203.

GHP Investment Advisors first reported a position in PEY in Q2 2013 and has held it in 38 quarters since. The position peaked at $4.13M in Q1 2022. 43 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • GHP Investment Advisors held 138,485 shares of Invesco High Yield Equity Dividend Achievers ETF worth $3.21M as of Q2 2026.
  • GHP Investment Advisors bought 894 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $19.9K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.12% of GHP Investment Advisors's portfolio in Q2 2026, its #203 holding.
  • GHP Investment Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2013 and has held it in 38 quarters since.
  • GHP Investment Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.13M in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.