LGT Financial Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

LGT Financial 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	$23.2K	Hold	1,000	–	–	0.12%	95
2026 Q1	$21.4K	Hold	1,000	–	–	0.11%	102
2025 Q4	$20.4K	Hold	1,000	–	–	0.12%	103
2025 Q3	$21.1K	Hold	1,000	–	–	0.05%	182
2025 Q2	$20.4K	Hold	1,000	–	–	0.05%	160
2025 Q1	$21.5K	Hold	1,000	–	–	0.07%	149
2024 Q4	$21.3K	Hold	1,000	–	–	0.05%	300
2024 Q3	$21.9K	Hold	1,000	–	–	0.05%	262
2024 Q2	$19.6K	Hold	1,000	–	–	0.04%	307
2024 Q1	$20.6K	Hold	1,000	–	–	0.02%	357
2023 Q4	$21.1K	Hold	1,000	–	–	0.03%	339
2023 Q3	$19.2K	Hold	1,000	–	–	0.02%	350
2023 Q2	$19.2K	Buy	+1,000	New	+$19.3K	0.02%	187

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

LGT Financial Advisors's PEY Position: Q2 2026 in Review

LGT Financial Advisors held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 1,000 shares worth $23.2K. The position accounts for 0.12% of the portfolio, ranked #95.

LGT Financial Advisors first reported a position in PEY in Q2 2023 and has held it in 13 quarters since. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

LGT Financial Advisors held 1,000 shares of Invesco High Yield Equity Dividend Achievers ETF worth $23.2K as of Q2 2026.
LGT Financial Advisors left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.12% of LGT Financial Advisors's portfolio in Q2 2026, its #95 holding.
LGT Financial Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

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