Kingswood Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Kingswood Wealth Advisors’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	$820K	Sell	35,390 -2,979	-8%	-$66.4K	0.03%	460
2026 Q1	$822K	Sell	38,369 -314	-0.8%	-$6.73K	0.04%	419
2025 Q4	$789K	Buy	38,683 +15,721	+68%	+$324K	0.04%	401
2025 Q3	$484K	Buy	22,962 +8,422	+58%	+$178K	0.03%	486
2025 Q2	$297K	Sell	14,540 -407	-3%	-$8.19K	0.02%	576
2025 Q1	$321K	Buy	14,947 +143	+1%	+$3.09K	0.03%	520
2024 Q4	$315K	Sell	14,804 -14,068	-49%	-$309K	0.02%	590
2024 Q3	$633K	Buy	28,872 +14,353	+99%	+$303K	0.05%	393
2024 Q2	$285K	Buy	14,519 +355	+3%	+$7.09K	0.03%	539
2024 Q1	$293K	Sell	14,164 -122	-0.9%	-$2.46K	0.03%	485
2023 Q4	$302K	Buy	14,286 +150	+1%	+$2.92K	0.03%	474
2023 Q3	$271K	Buy	+14,136	New	+$282K	0.05%	340

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

Kingswood Wealth Advisors's PEY Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 7.8% in Q2 2026, selling an estimated $66.4K and leaving 35,390 shares worth $820K. The position accounts for 0.03% of the portfolio, ranked #460.

Kingswood Wealth Advisors first reported a position in PEY in Q3 2023 and has held it in 12 quarters since. The position peaked at $822K in Q1 2026. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Kingswood Wealth Advisors held 35,390 shares of Invesco High Yield Equity Dividend Achievers ETF worth $820K as of Q2 2026.
Kingswood Wealth Advisors sold 2,979 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $66.4K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #460 holding.
Kingswood Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $822K in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.