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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
Q1 		$239K Buy
+11,172
New +$239K ﹤0.01% 1181

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management's PEY Position: Q1 2026 in Review

Kingsview Wealth Management opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2026: 11,172 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings.

176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

  • Kingsview Wealth Management held 11,172 shares of Invesco High Yield Equity Dividend Achievers ETF worth $239K as of Q1 2026.
  • Invesco High Yield Equity Dividend Achievers ETF was a new Kingsview Wealth Management position in Q1 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1181 holding.
  • 176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.