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Independent Financial Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Independent Financial Group’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 		– Sell
-9,532
Closed -$204K – 1607
2026
Q1 		$204K Sell
9,532
-467
-5% -$10K ﹤0.01% 1372
2025
Q4 		$204K Sell
9,999
-1,224
-11% -$25.2K ﹤0.01% 1342
2025
Q3 		$236K Hold
11,223
– – 0.01% 1209
2025
Q2 		$229K Sell
11,223
-536
-5% -$10.8K 0.01% 1162
2025
Q1 		$252K Buy
11,759
+610
+5% +$13.2K 0.01% 1007
2024
Q4 		$237K Hold
11,149
– – 0.01% 1007
2024
Q3 		$244K Sell
11,149
-2,257
-17% -$47.6K 0.01% 955
2024
Q2 		$263K Buy
13,406
+1,815
+16% +$36.3K 0.01% 889
2024
Q1 		$239K Sell
11,591
-809
-7% -$16.3K 0.01% 890
2023
Q4 		$262K Sell
12,400
-213
-2% -$4.14K 0.01% 785
2023
Q3 		$242K Sell
12,613
-609
-5% -$12.1K 0.02% 760
2023
Q2 		$254K Sell
13,222
-16,454
-55% -$317K 0.02% 717
2023
Q1 		$591K Buy
29,676
+12,657
+74% +$260K 0.05% 410
2022
Q4 		$352K Buy
17,019
+5,510
+48% +$113K 0.03% 519
2022
Q3 		$214K Buy
+11,509
New +$238K 0.02% 646

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Independent Financial Group's PEY Position: Q2 2026 in Review

Independent Financial Group sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026, closing a stake of 9,532 shares — an estimated $204K sold.

Independent Financial Group first reported a position in PEY in Q3 2022 and held it in 15 quarters. The position peaked at $591K in Q1 2023. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Independent Financial Group reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 9,532 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $204K.
  • Independent Financial Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2022 and held it in 15 quarters.
  • Independent Financial Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $591K in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.