HighTower Advisors
PEY icon

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

HighTower 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
2025
Q2 		– Sell
-95,237
Closed -$2.04M – 3926
2025
Q1 		$2.04M Sell
95,237
-746
-0.8% -$16.1K ﹤0.01% 1513
2024
Q4 		$2.04M Buy
95,983
+610
+0.6% +$13.4K ﹤0.01% 1500
2024
Q3 		$2.09M Sell
95,373
-43,199
-31% -$911K ﹤0.01% 1497
2024
Q2 		$2.72M Sell
138,572
-16,966
-11% -$339K ﹤0.01% 1286
2024
Q1 		$3.21M Buy
155,538
+46,745
+43% +$942K 0.01% 1172
2023
Q4 		$2.3M Sell
108,793
-24,120
-18% -$469K ﹤0.01% 1363
2023
Q3 		$2.55M Buy
132,913
+17,703
+15% +$353K ﹤0.01% 1248
2023
Q2 		$2.21M Sell
115,210
-59,205
-34% -$1.14M ﹤0.01% 1300
2023
Q1 		$3.48M Buy
174,415
+53,426
+44% +$1.1M 0.01% 1018
2022
Q4 		$2.5M Buy
+120,989
New +$2.47M 0.01% 1161
2020
Q1 		– Sell
-10,043
Closed -$190K – 2424
2019
Q4 		$190K Buy
+10,043
New +$185K ﹤0.01% 1985
2015
Q3 		– Sell
-15,186
Closed -$200K – 1923
2015
Q2 		$200K Hold
15,186
– – ﹤0.01% 1360
2015
Q1 		$203K Buy
15,186
+4,364
+40% +$58.3K ﹤0.01% 1430
2014
Q4 		$146K Hold
10,822
– – ﹤0.01% 1433
2014
Q3 		$135K Sell
10,822
-608
-5% -$7.67K ﹤0.01% 1406
2014
Q2 		$146K Buy
+11,430
New +$141K ﹤0.01% 1443
2014
Q1 		– Sell
-41,037
Closed -$486K – 1667
2013
Q4 		$486K Buy
41,037
+22,926
+127% +$264K 0.01% 978
2013
Q3 		$200K Buy
+18,111
New +$200K 0.01% 1164

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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

HighTower Advisors's PEY Position: Q2 2025 in Review

HighTower Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2025, closing a stake of 95,237 shares — an estimated $2.04M sold.

HighTower Advisors first reported a position in PEY in Q3 2013 and held it in 18 quarters. The position peaked at $3.48M in Q1 2023. 199 funds tracked by Wall St. Rank hold PEY as of Q2 2025.

  • HighTower Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • HighTower Advisors sold 95,237 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2025, an estimated $2.04M.
  • HighTower Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2013 and held it in 18 quarters.
  • HighTower Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $3.48M in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.