Jeff Yass’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Jeff Yass’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	–	Sell	-48,300	Closed	-$985K	–	13883
2025 Q4	$985K	Buy	48,300 +17,400	+56%	+$359K	﹤0.01%	7227
2025 Q3	$651K	Sell	30,900 -7,000	-18%	-$148K	﹤0.01%	8373
2025 Q2	$774K	Buy	37,900 +6,500	+21%	+$131K	﹤0.01%	8101
2025 Q1	$674K	Buy	+31,400	New	+$678K	﹤0.01%	8241
2024 Q4	–	Sell	-10,700	Closed	-$235K	–	12962
2024 Q3	$235K	Buy	10,700 +400	+4%	+$8.43K	﹤0.01%	10137
2024 Q2	$202K	Buy	+10,300	New	+$206K	﹤0.01%	10337
2021 Q1	–	Sell	-14,300	Closed	-$249K	–	12682
2020 Q4	$249K	Sell	14,300 -13,200	-48%	-$215K	﹤0.01%	9652
2020 Q3	$395K	Buy	+27,500	New	+$404K	﹤0.01%	8162
2019 Q4	–	Sell	-10,900	Closed	-$200K	–	10395
2019 Q3	$200K	Buy	10,900 +300	+3%	+$5.42K	﹤0.01%	9089
2019 Q2	$192K	Buy	+10,600	New	+$190K	﹤0.01%	9161

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Jeff Yass's PEY Position: Q2 2026 in Review

Jeff Yass reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 21% in Q2 2026, selling an estimated $213K and leaving 36,321 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #8631.

Jeff Yass first reported a position in PEY in Q3 2013 and has held it in 39 quarters since. The position peaked at $3.79M in Q1 2020. 186 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Jeff Yass held 36,321 shares of Invesco High Yield Equity Dividend Achievers ETF worth $842K as of Q2 2026.
Jeff Yass sold 9,564 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $213K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8631 holding.
Jeff Yass first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2013 and has held it in 39 quarters since.
Jeff Yass's Invesco High Yield Equity Dividend Achievers ETF position peaked at $3.79M in Q1 2020.
186 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.