Meridian Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Meridian Wealth Management’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	$389K	Sell	16,797 -500	-3%	-$11.1K	0.01%	609
2026 Q1	$370K	Sell	17,297 -1,055	-6%	-$22.6K	0.01%	599
2025 Q4	$374K	Sell	18,352 -523	-3%	-$10.8K	0.01%	567
2025 Q3	$398K	Sell	18,875 -843	-4%	-$17.8K	0.02%	531
2025 Q2	$402K	Sell	19,718 -1,883	-9%	-$37.9K	0.02%	501
2025 Q1	$464K	Sell	21,601 -101,877	-83%	-$2.2M	0.02%	427
2024 Q4	$2.63M	Sell	123,478 -68,966	-36%	-$1.51M	0.12%	161
2024 Q3	$4.22M	Buy	192,444 +12,965	+7%	+$273K	0.21%	108
2024 Q2	$3.52M	Buy	+179,479	New	+$3.59M	0.42%	58
2024 Q1	–	Sell	-171,371	Closed	-$3.62M	–	406
2023 Q4	$3.62M	Buy	+171,371	New	+$3.33M	0.23%	94
2019 Q3	–	Sell	-4,989	Closed	-$90.5K	–	400
2019 Q2	$90.5K	Buy	+4,989	New	+$89.4K	0.04%	288
2017 Q3	–	Sell	-46,102	Closed	-$776K	–	174
2017 Q2	$776K	Sell	46,102 -16,888	-27%	-$286K	0.49%	42
2017 Q1	$1.07M	Buy	62,990 +3,001	+5%	+$51.1K	0.64%	33
2016 Q4	$1.02M	Buy	+59,989	New	+$969K	0.81%	27

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

Meridian Wealth Management's PEY Position: Q2 2026 in Review

Meridian Wealth Management reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 2.9% in Q2 2026, selling an estimated $11.1K and leaving 16,797 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #609.

Meridian Wealth Management first reported a position in PEY in Q4 2016 and has held it in 14 quarters since. The position peaked at $4.22M in Q3 2024. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Meridian Wealth Management held 16,797 shares of Invesco High Yield Equity Dividend Achievers ETF worth $389K as of Q2 2026.
Meridian Wealth Management sold 500 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $11.1K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #609 holding.
Meridian Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2016 and has held it in 14 quarters since.
Meridian Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.22M in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.