Good Steward Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Good Steward Wealth 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 Q1	$4.74M	Buy	221,437 +2,639	+1%	+$56.6K	3.05%	12
2025 Q4	$4.46M	Buy	218,798 +28,604	+15%	+$590K	2.94%	13
2025 Q3	$4.01M	Buy	190,194 +85,255	+81%	+$1.8M	2.77%	13
2025 Q2	$2.14M	Buy	104,939 +69,974	+200%	+$1.41M	1.68%	15
2025 Q1	$751K	Buy	+34,965	New	+$755K	0.68%	34

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Good Steward Wealth Advisors's PEY Position: Q1 2026 in Review

Good Steward Wealth Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.2% in Q1 2026, buying an estimated $56.6K and bringing the position to 221,437 shares worth $4.74M. The position accounts for 3.05% of the portfolio, ranked #12.

Good Steward Wealth Advisors first reported a position in PEY in Q1 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Good Steward Wealth Advisors held 221,437 shares of Invesco High Yield Equity Dividend Achievers ETF worth $4.74M as of Q1 2026.
Good Steward Wealth Advisors bought 2,639 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $56.6K.
Invesco High Yield Equity Dividend Achievers ETF made up 3.05% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Good Steward Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.