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

Medallion 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 Q1	$11.6K	Hold	540	–	–	﹤0.01%	744
2025 Q4	$11K	Hold	540	–	–	﹤0.01%	734
2025 Q3	$11.4K	Hold	540	–	–	﹤0.01%	723
2025 Q2	$11K	Hold	540	–	–	﹤0.01%	726
2025 Q1	$11.6K	Hold	540	–	–	0.01%	664
2024 Q4	$11.6K	Buy	+540	New	+$11.9K	0.01%	647

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Medallion Wealth Advisors's PEY Position: Q1 2026 in Review

Medallion Wealth Advisors held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q1 2026 at 540 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Medallion Wealth Advisors first reported a position in PEY in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.6K in Q1 2025. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Medallion Wealth Advisors held 540 shares of Invesco High Yield Equity Dividend Achievers ETF worth $11.6K as of Q1 2026.
Medallion Wealth Advisors left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q1 2026.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #744 holding.
Medallion Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $11.6K in Q1 2025.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.