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Global Retirement Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Global Retirement 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
2025
Q4 		$168K Sell
8,222
-1,974
-19% -$40.7K ﹤0.01% 1578
2025
Q3 		$215K Sell
10,196
-1,612
-14% -$34K ﹤0.01% 1131
2025
Q2 		$241K Buy
+11,808
New +$238K 0.01% 1002
2024
Q4 		$183K Sell
8,625
-5,215
-38% -$114K 0.01% 999
2024
Q3 		$304K Buy
13,840
+158
+1% +$3.33K 0.01% 775
2024
Q2 		$269K Buy
13,682
+2,031
+17% +$40.6K 0.01% 791
2024
Q1 		$241K Sell
11,651
-160
-1% -$3.23K 0.01% 729
2023
Q4 		$240K Buy
11,811
+324
+3% +$6.3K 0.01% 689
2023
Q3 		$214K Buy
11,487
+9
+0.1% +$179 0.01% 642
2023
Q2 		$221K Buy
11,478
+85
+0.7% +$1.64K 0.01% 657
2023
Q1 		$221K Buy
11,393
+272
+2% +$5.6K 0.01% 633
2022
Q4 		$230K Buy
11,121
+96
+0.9% +$1.96K 0.02% 564
2022
Q3 		$227K Buy
11,025
+146
+1% +$3.02K 0.02% 534
2022
Q2 		$224K Buy
10,879
+64
+0.6% +$1.37K 0.02% 526
2022
Q1 		$234K Buy
+10,815
New +$232K 0.02% 518
2021
Q4 		– Sell
-4,219
Closed -$84K – 1334
2021
Q3 		$84K Buy
4,219
+40
+1% +$809 0.01% 701
2021
Q2 		$86K Buy
4,179
+2,762
+195% +$57.8K 0.01% 678
2021
Q1 		$29K Buy
1,417
+1,297
+1,081% +$24.5K ﹤0.01% 987
2020
Q4 		$2K Hold
120
– – ﹤0.01% 1620
2020
Q3 		$2K Hold
120
– – ﹤0.01% 1496
2020
Q2 		$2K Hold
120
– – ﹤0.01% 1476
2020
Q1 		$2K Hold
120
– – ﹤0.01% 1427
2019
Q4 		$2K Hold
120
– – ﹤0.01% 1474
2019
Q3 		$2K Hold
120
– – ﹤0.01% 1454
2019
Q2 		$2K Hold
120
– – ﹤0.01% 1449
2019
Q1 		$2K Hold
120
– – ﹤0.01% 1404
2018
Q4 		$2K Hold
120
– – ﹤0.01% 1347
2018
Q3 		$2K Buy
+120
New +$2.16K ﹤0.01% 1405

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's PEY Position: Q4 2025 in Review

Global Retirement Partners reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 19% in Q4 2025, selling an estimated $40.7K and leaving 8,222 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Global Retirement Partners first reported a position in PEY in Q3 2018 and has held it in 28 quarters since. The position peaked at $304K in Q3 2024. 184 funds tracked by Wall St. Rank hold PEY as of Q4 2025.

  • Global Retirement Partners held 8,222 shares of Invesco High Yield Equity Dividend Achievers ETF worth $168K as of Q4 2025.
  • Global Retirement Partners sold 1,974 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2025, an estimated $40.7K.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1578 holding.
  • Global Retirement Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2018 and has held it in 28 quarters since.
  • Global Retirement Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $304K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.