Kingsview Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Kingsview Wealth Management’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	$319K	Buy	13,961 +3,623	+35%	+$88K	﹤0.01%	1156
2026 Q2	$240K	Sell	10,338 -834	-7%	-$18.6K	﹤0.01%	1287
2026 Q1	$239K	Buy	+11,172	New	+$239K	﹤0.01%	1181

Other funds holding PEY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Kingsview Wealth Management's PEY Position: Q3 2026 in Review

Kingsview Wealth Management increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 35% in Q3 2026, buying an estimated $88K and bringing the position to 13,961 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Kingsview Wealth Management first reported a position in PEY in Q1 2026 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

Kingsview Wealth Management held 13,961 shares of Invesco High Yield Equity Dividend Achievers ETF worth $319K as of Q3 2026.
Kingsview Wealth Management bought 3,623 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $88K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #1156 holding.
Kingsview Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2026 and has held it in 3 quarters since.
157 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.