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

Institute for 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	$524K	Sell	24,452 -4	-0%	-$86	0.06%	312
2025 Q4	$499K	Sell	24,456 -500	-2%	-$10.3K	0.05%	318
2025 Q3	$526K	Sell	24,956 -200	-0.8%	-$4.22K	0.05%	312
2025 Q2	$513K	Hold	25,156	–	–	0.06%	311
2025 Q1	$540K	Hold	25,156	–	–	0.07%	281
2024 Q4	$535K	Sell	25,156 -14	-0.1%	-$307	0.07%	277
2024 Q3	$552K	Hold	25,170	–	–	0.07%	276
2024 Q2	$494K	Hold	25,170	–	–	0.07%	280
2024 Q1	$520K	Sell	25,170 -1	-0%	-$20	0.07%	282
2023 Q4	$532K	Hold	25,171	–	–	0.09%	254
2023 Q3	$483K	Hold	25,171	–	–	0.09%	268
2023 Q2	$484K	Hold	25,171	–	–	0.08%	273
2023 Q1	$501K	Sell	25,171 -250	-1%	-$5.14K	0.1%	260
2022 Q4	$526K	Sell	25,421 -29	-0.1%	-$592	0.11%	247
2022 Q3	$473K	Hold	25,450	–	–	0.11%	248
2022 Q2	$523K	Sell	25,450 -894	-3%	-$19.2K	0.1%	262
2022 Q1	$575K	Sell	26,344 -28	-0.1%	-$599	0.09%	266
2021 Q4	$555K	Hold	26,372	–	–	0.09%	268
2021 Q3	$522K	Hold	26,372	–	–	0.09%	268
2021 Q2	$545K	Hold	26,372	–	–	0.1%	259
2021 Q1	$534K	Hold	26,372	–	–	0.1%	252
2020 Q4	$458K	Hold	26,372	–	–	0.09%	268
2020 Q3	$379K	Sell	26,372 -1,159	-4%	-$17K	0.09%	273
2020 Q2	$397K	Buy	27,531 +400	+1%	+$5.63K	0.1%	279
2020 Q1	$351K	Sell	27,131 -950	-3%	-$16.2K	0.11%	251
2019 Q4	$533K	Hold	28,081	–	–	0.12%	238
2019 Q3	$514K	Hold	28,081	–	–	0.13%	229
2019 Q2	$509K	Hold	28,081	–	–	0.11%	250
2019 Q1	$502K	Sell	28,081 -100	-0.4%	-$1.73K	0.11%	242
2018 Q4	$446K	Buy	+28,181	New	+$484K	0.18%	159
2018 Q2	–	Sell	-26,344	Closed	-$452K	–	233
2018 Q1	$452K	Sell	26,344 -1,284	-5%	-$22.6K	0.13%	207
2017 Q4	$497K	Sell	27,628 -1,017	-4%	-$17.8K	0.11%	223
2017 Q3	$491K	Buy	+28,645	New	+$484K	0.16%	185
2017 Q2	–	Hold	0	–	–	–	236

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

Institute for Wealth Management's PEY Position: Q1 2026 in Review

Institute for Wealth Management reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.02% in Q1 2026, selling an estimated $86 and leaving 24,452 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #312.

Institute for Wealth Management first reported a position in PEY in Q3 2017 and has held it in 33 quarters since. The position peaked at $575K in Q1 2022. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Institute for Wealth Management held 24,452 shares of Invesco High Yield Equity Dividend Achievers ETF worth $524K as of Q1 2026.
Institute for Wealth Management sold 4 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $86.
Invesco High Yield Equity Dividend Achievers ETF made up 0.06% of Institute for Wealth Management's portfolio in Q1 2026, its #312 holding.
Institute for Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2017 and has held it in 33 quarters since.
Institute for Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $575K in Q1 2022.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.