Kestra Private Wealth Services’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Kestra Private Wealth Services’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	$355K	Buy	15,294 +723	+5%	+$16.1K	﹤0.01%	1421
2026 Q1	$312K	Sell	14,571 -1,365	-9%	-$29.3K	﹤0.01%	1438
2025 Q4	$325K	Buy	15,936 +40	+0.3%	+$824	﹤0.01%	1387
2025 Q3	$335K	Sell	15,896 -630	-4%	-$13.3K	﹤0.01%	1308
2025 Q2	$337K	Sell	16,526 -6,488	-28%	-$131K	﹤0.01%	1220
2025 Q1	$494K	Buy	23,014 +6,304	+38%	+$136K	0.01%	962
2024 Q4	$355K	Buy	16,710 +249	+2%	+$5.47K	0.01%	1072
2024 Q3	$361K	Buy	16,461 +15	+0.1%	+$316	0.01%	1017
2024 Q2	$323K	Sell	16,446 -3,010	-15%	-$60.1K	0.01%	1019
2024 Q1	$402K	Buy	19,456 +3,039	+19%	+$61.3K	0.01%	889
2023 Q4	$347K	Sell	16,417 -60	-0.4%	-$1.17K	0.01%	882
2023 Q3	$316K	Buy	16,477 +1,469	+10%	+$29.3K	0.01%	850
2023 Q2	$288K	Buy	+15,008	New	+$290K	0.01%	837

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

Kestra Private Wealth Services's PEY Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 5% in Q2 2026, buying an estimated $16.1K and bringing the position to 15,294 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Kestra Private Wealth Services first reported a position in PEY in Q2 2023 and has held it in 13 quarters since. The position peaked at $494K in Q1 2025. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Kestra Private Wealth Services held 15,294 shares of Invesco High Yield Equity Dividend Achievers ETF worth $355K as of Q2 2026.
Kestra Private Wealth Services bought 723 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $16.1K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1421 holding.
Kestra Private Wealth Services first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
Kestra Private Wealth Services's Invesco High Yield Equity Dividend Achievers ETF position peaked at $494K in Q1 2025.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.