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KFI
Key Financial Inc’s
Invesco High Yield Equity Dividend Achievers ETF
PEY
Stock Holding History
Key Financial Inc’s Portfolio
PEY Stock Details
PEY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.21K
Sell
103
-146
-59%
-$3.13K
﹤0.01%
1162
2025
Q4
$5.08K
Hold
249
–
–
﹤0.01%
1032
2025
Q3
$5.27K
Hold
249
–
–
﹤0.01%
1031
2025
Q2
$5.08K
Sell
249
-257
-51%
-$5.17K
﹤0.01%
1029
2025
Q1
$10.9K
Buy
506
+257
+103%
+$5.55K
﹤0.01%
797
2024
Q4
$5.29K
Hold
249
–
–
﹤0.01%
972
2024
Q3
$5.46K
Hold
249
–
–
﹤0.01%
955
2024
Q2
$4.89K
Hold
249
–
–
﹤0.01%
961
2024
Q1
$5.14K
Sell
249
-810
-76%
-$16.3K
﹤0.01%
934
2023
Q4
$22.4K
Buy
1,059
+810
+325%
+$15.7K
0.01%
566
2023
Q3
$4.78K
Hold
249
–
–
﹤0.01%
926
2023
Q2
$4.79K
Hold
249
–
–
﹤0.01%
953
2023
Q1
$4.96K
Hold
249
–
–
﹤0.01%
818
2022
Q4
$4.63K
Hold
249
–
–
﹤0.01%
805
2022
Q3
$5K
Hold
249
–
–
﹤0.01%
800
2022
Q2
$5K
Hold
249
–
–
﹤0.01%
805
2022
Q1
$5K
Hold
249
–
–
﹤0.01%
797
2021
Q4
$5K
Hold
249
–
–
﹤0.01%
721
2021
Q3
$5K
Hold
249
–
–
﹤0.01%
708
2021
Q2
$5K
Hold
249
–
–
﹤0.01%
689
2021
Q1
$5K
Hold
249
–
–
﹤0.01%
601
2020
Q4
$4K
Buy
+249
New
+$4.05K
﹤0.01%
590
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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