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 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

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

Key Financial Inc's PEY Position: Q2 2026 in Review

Key Financial Inc held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 103 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Key Financial Inc first reported a position in PEY in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.4K in Q4 2023. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Key Financial Inc held 103 shares of Invesco High Yield Equity Dividend Achievers ETF worth $2.39K as of Q2 2026.
Key Financial Inc left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1127 holding.
Key Financial Inc first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
Key Financial Inc's Invesco High Yield Equity Dividend Achievers ETF position peaked at $22.4K in Q4 2023.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.