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Lowe Brockenbrough & Co’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Lowe Brockenbrough & Co’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 		$11.9K Hold
512
– – ﹤0.01% 328
2026
Q1 		$11K Hold
512
– – ﹤0.01% 323
2025
Q4 		$10.4K Hold
512
– – ﹤0.01% 324
2025
Q3 		$10.8K Hold
512
– – ﹤0.01% 326
2025
Q2 		$10.4K Buy
+512
New +$10.3K ﹤0.01% 307

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lowe Brockenbrough & Co's PEY Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 512 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Lowe Brockenbrough & Co first reported a position in PEY in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Lowe Brockenbrough & Co held 512 shares of Invesco High Yield Equity Dividend Achievers ETF worth $11.9K as of Q2 2026.
  • Lowe Brockenbrough & Co left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #328 holding.
  • Lowe Brockenbrough & Co first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.