IHT Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

IHT Wealth Management’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	$1.36M	Sell	63,537 -8,586	-12%	-$184K	0.03%	486
2025 Q4	$1.47M	Sell	72,123 -8,880	-11%	-$183K	0.04%	429
2025 Q3	$1.71M	Buy	81,003 +32,970	+69%	+$696K	0.04%	372
2025 Q2	$980K	Sell	48,033 -26,401	-35%	-$531K	0.03%	507
2025 Q1	$1.6M	Buy	74,434 +27,218	+58%	+$588K	0.05%	341
2024 Q4	$1M	Buy	47,216 +3,238	+7%	+$71.1K	0.03%	450
2024 Q3	$963K	Buy	43,978 +9,648	+28%	+$203K	0.03%	513
2024 Q2	$674K	Sell	34,330 -19,857	-37%	-$397K	0.03%	544
2024 Q1	$1.12M	Sell	54,187 -90,898	-63%	-$1.83M	0.04%	383
2023 Q4	$3.07M	Buy	145,085 +5,623	+4%	+$109K	0.14%	153
2023 Q3	$2.68M	Buy	139,462 +13,553	+11%	+$270K	0.14%	151
2023 Q2	$2.42M	Buy	125,909 +5,120	+4%	+$98.8K	0.13%	161
2023 Q1	$2.41M	Buy	120,789 +5,289	+5%	+$109K	0.14%	147
2022 Q4	$2.39M	Buy	115,500 +98,768	+590%	+$2.02M	0.15%	148
2022 Q3	$311K	Buy	16,732 +2,550	+18%	+$52.7K	0.02%	604
2022 Q2	$291K	Buy	14,182 +47	+0.3%	+$1.01K	0.03%	538
2022 Q1	$309K	Sell	14,135 -451	-3%	-$9.65K	0.02%	562
2021 Q4	$307K	Buy	14,586 +2,248	+18%	+$46.1K	0.02%	597
2021 Q3	$244K	Sell	12,338 -2,187	-15%	-$44.2K	0.02%	668
2021 Q2	$300K	Buy	14,525 +2,021	+16%	+$42.3K	0.02%	715
2021 Q1	$253K	Buy	+12,504	New	+$236K	0.02%	690
2018 Q2	–	Sell	-100	Closed	-$2K	–	1077
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	1516
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	1504
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	1227
2017 Q2	$6	Buy	+100	New	+$1.69K	﹤0.01%	1076

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

IHT Wealth Management's PEY Position: Q1 2026 in Review

IHT Wealth Management reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 12% in Q1 2026, selling an estimated $184K and leaving 63,537 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #486.

IHT Wealth Management first reported a position in PEY in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.07M in Q4 2023. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

IHT Wealth Management held 63,537 shares of Invesco High Yield Equity Dividend Achievers ETF worth $1.36M as of Q1 2026.
IHT Wealth Management sold 8,586 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $184K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #486 holding.
IHT Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2017 and has held it in 25 quarters since.
IHT Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $3.07M in Q4 2023.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.