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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.35K	Hold	103	–	–	﹤0.01%	1092
2026 Q2	$2.39K	Hold	103	–	–	﹤0.01%	1127
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Key Financial Inc's PEY Position: Q3 2026 in Review

Key Financial Inc held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q3 2026 at 103 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Key Financial Inc first reported a position in PEY in Q4 2020 and has held it in 24 quarters since. The position peaked at $22.4K in Q4 2023. 84 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

Key Financial Inc held 103 shares of Invesco High Yield Equity Dividend Achievers ETF worth $2.35K as of Q3 2026.
Key Financial Inc left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q3 2026.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1092 holding.
Key Financial Inc first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2020 and has held it in 24 quarters since.
Key Financial Inc's Invesco High Yield Equity Dividend Achievers ETF position peaked at $22.4K in Q4 2023.
84 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.