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

LifeSteps Financial’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 		$1.85K Buy
+80
New +$1.78K ﹤0.01% 687

Other funds holding PEY

IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWP
Axis Wealth Partners East Providence, Rhode Island $208M AUM 18.75% 1-Year Est. Return

LifeSteps Financial's PEY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026: 80 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings.

72 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • LifeSteps Financial held 80 shares of Invesco High Yield Equity Dividend Achievers ETF worth $1.85K as of Q2 2026.
  • Invesco High Yield Equity Dividend Achievers ETF was a new LifeSteps Financial position in Q2 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #687 holding.
  • 72 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.