Herold Advisors
PEY icon

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

Herold 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
Q3 		$226K Buy
9,918
+5
+0.1% +$121 0.04% 244
2026
Q2 		$232K Buy
9,913
+3
+0% +$67 0.05% 247
2026
Q1 		$212K Sell
9,910
-1,079
-10% -$23.1K 0.05% 247
2025
Q4 		$224K Sell
10,989
-1,737
-14% -$35.8K 0.05% 232
2025
Q3 		$268K Buy
12,726
+1,510
+13% +$31.9K 0.06% 212
2025
Q2 		$229K Buy
11,216
+13
+0.1% +$262 0.05% 276
2025
Q1 		$241K Buy
11,203
+8
+0.1% +$173 0.05% 246
2024
Q4 		$238K Sell
11,195
-788
-7% -$17.3K 0.05% 246
2024
Q3 		$263K Buy
11,983
+9
+0.1% +$190 0.06% 235
2024
Q2 		$235K Sell
11,974
-1,090
-8% -$21.8K 0.05% 237
2024
Q1 		$270K Buy
13,064
+509
+4% +$10.3K 0.07% 230
2023
Q4 		$265K Buy
12,555
+214
+2% +$4.16K 0.07% 206
2023
Q3 		$237K Sell
12,341
-291
-2% -$5.8K 0.07% 217
2023
Q2 		$243K Sell
12,632
-1,180
-9% -$22.8K 0.07% 215
2023
Q1 		$275K Sell
13,812
-381
-3% -$7.84K 0.1% 195
2022
Q4 		$294K Sell
14,193
-227
-2% -$4.64K 0.12% 159
2022
Q3 		$268K Buy
14,420
+1,012
+8% +$20.9K 0.13% 156
2022
Q2 		$275K Buy
13,408
+2,108
+19% +$45.2K 0.12% 163
2022
Q1 		$247K Buy
+11,300
New +$242K 0.09% 182

Other funds holding PEY

Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Founders Grove Wealth Partners
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Cresta Advisors
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

Herold Advisors's PEY Position: Q3 2026 in Review

Herold Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.05% in Q3 2026, buying an estimated $121 and bringing the position to 9,918 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #244.

Herold Advisors first reported a position in PEY in Q1 2022 and has held it in 19 quarters since. The position peaked at $294K in Q4 2022. 39 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

  • Herold Advisors held 9,918 shares of Invesco High Yield Equity Dividend Achievers ETF worth $226K as of Q3 2026.
  • Herold Advisors bought 5 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $121.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.04% of Herold Advisors's portfolio in Q3 2026, its #244 holding.
  • Herold Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2022 and has held it in 19 quarters since.
  • Herold Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $294K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.