John Overdeck’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

John Overdeck’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	$7.27M	Buy	313,700 +55,700	+22%	+$1.24M	0.01%	1794
2026 Q1	$5.53M	Sell	258,000 -416,200	-62%	-$8.92M	﹤0.01%	1893
2025 Q4	$13.7M	Buy	674,200 +582,400	+634%	+$12M	0.02%	928
2025 Q3	$1.93M	Buy	91,800 +15,200	+20%	+$321K	﹤0.01%	2149
2025 Q2	$1.56M	Sell	76,600 -94,800	-55%	-$1.91M	﹤0.01%	1993
2025 Q1	$3.68M	Buy	+171,400	New	+$3.7M	0.01%	1307
2024 Q4	–	Sell	-134,000	Closed	-$2.94M	–	3418
2024 Q3	$2.94M	Buy	134,000 +87,500	+188%	+$1.84M	0.01%	1417
2024 Q2	$913K	Buy	+46,500	New	+$929K	﹤0.01%	2034
2024 Q1	–	Sell	-45,000	Closed	-$951K	–	3288
2023 Q4	$951K	Buy	45,000 +12,800	+40%	+$249K	﹤0.01%	2112
2023 Q3	$618K	Buy	+32,200	New	+$642K	﹤0.01%	2185

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

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

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return

John Overdeck's PEY Position: Q2 2026 in Review

John Overdeck increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 22% in Q2 2026, buying an estimated $1.24M and bringing the position to 313,700 shares worth $7.27M. The position accounts for 0.01% of the portfolio, ranked #1794.

John Overdeck first reported a position in PEY in Q3 2023 and has held it in 10 quarters since. The position peaked at $13.7M in Q4 2025. 186 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

John Overdeck held 313,700 shares of Invesco High Yield Equity Dividend Achievers ETF worth $7.27M as of Q2 2026.
John Overdeck bought 55,700 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $1.24M.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1794 holding.
John Overdeck first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2023 and has held it in 10 quarters since.
John Overdeck's Invesco High Yield Equity Dividend Achievers ETF position peaked at $13.7M in Q4 2025.
186 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.