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 Q2	$5.05M	Sell	217,982 -3,455	-2%	-$77K	3.05%	13
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 $1.55T 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

Good Steward Wealth Advisors's PEY Position: Q2 2026 in Review

Good Steward Wealth Advisors reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.6% in Q2 2026, selling an estimated $77K and leaving 217,982 shares worth $5.05M. The position accounts for 3.05% of the portfolio, ranked #13.

Good Steward Wealth Advisors first reported a position in PEY in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Good Steward Wealth Advisors held 217,982 shares of Invesco High Yield Equity Dividend Achievers ETF worth $5.05M as of Q2 2026.
Good Steward Wealth Advisors sold 3,455 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $77K.
Invesco High Yield Equity Dividend Achievers ETF made up 3.05% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #13 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 6 quarters since.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.