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Millstone Evans Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Millstone Evans Group’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 		$35.2K Hold
1,519
– – 0.02% 414
2026
Q1 		$32.5K Hold
1,519
– – 0.02% 407
2025
Q4 		$31K Hold
1,519
– – 0.02% 416
2025
Q3 		$32K Hold
1,519
– – 0.02% 396
2025
Q2 		$31K Hold
1,519
– – 0.02% 390
2025
Q1 		$32.6K Buy
+1,519
New +$32.8K 0.02% 374

Other funds holding PEY

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

Millstone Evans Group's PEY Position: Q2 2026 in Review

Millstone Evans Group held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 1,519 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #414.

Millstone Evans Group first reported a position in PEY in Q1 2025 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Millstone Evans Group held 1,519 shares of Invesco High Yield Equity Dividend Achievers ETF worth $35.2K as of Q2 2026.
  • Millstone Evans Group left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #414 holding.
  • Millstone Evans Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
  • 148 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.