IFG Advisory’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,644
Closed -$333K 713
2024
Q4
$333K Sell
15,644
-348
-2% -$7.64K 0.02% 515
2024
Q3
$351K Sell
15,992
-3,631
-19% -$76.5K 0.02% 352
2024
Q2
$385K Buy
19,623
+2,997
+18% +$59.9K 0.02% 451
2024
Q1
$343K Sell
16,626
-2,629
-14% -$53K 0.03% 337
2023
Q4
$407K Sell
19,255
-7,380
-28% -$143K 0.03% 404
2023
Q3
$511K Sell
26,635
-3,877
-13% -$77.3K 0.04% 340
2023
Q2
$586K Buy
30,512
+225
+0.7% +$4.34K 0.05% 262
2023
Q1
$603K Buy
30,287
+1,483
+5% +$30.5K 0.06% 283
2022
Q4
$595K Buy
28,804
+3,179
+12% +$64.9K 0.06% 283
2022
Q3
$476K Buy
25,625
+13,250
+107% +$274K 0.04% 322
2022
Q2
$254K Buy
+12,375
New +$265K 0.03% 403

Other funds holding PEY

IFG Advisory's PEY Position: Q1 2025 in Review

IFG Advisory sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2025, closing a stake of 15,644 shares — an estimated $333K sold.

IFG Advisory first reported a position in PEY in Q2 2022 and held it in 11 quarters. The position peaked at $603K in Q1 2023. 192 funds tracked by Wall St. Rank hold PEY as of Q1 2025.

  • IFG Advisory reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • IFG Advisory sold 15,644 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2025, an estimated $333K.
  • IFG Advisory first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2022 and held it in 11 quarters.
  • IFG Advisory's Invesco High Yield Equity Dividend Achievers ETF position peaked at $603K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2025.

Based on IFG Advisory's 13F filing for Q1 2025, filed 8 May 2025.