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

Mindset 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 Q3	$320K	Hold	14,043	–	–	0.06%	132
2026 Q2	$326K	Sell	14,043 -502	-3%	-$11.2K	0.06%	130
2026 Q1	$312K	Hold	14,545	–	–	0.08%	120
2025 Q4	$297K	Hold	14,545	–	–	0.08%	132
2025 Q3	$306K	Hold	14,545	–	–	0.08%	118
2025 Q2	$297K	Hold	14,545	–	–	0.1%	113
2025 Q1	$312K	Hold	14,545	–	–	0.12%	93
2024 Q4	$309K	Hold	14,545	–	–	0.11%	94
2024 Q3	$319K	Buy	+14,545	New	+$307K	0.13%	92

Other funds holding PEY

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Mindset Wealth Management's PEY Position: Q3 2026 in Review

Mindset Wealth Management held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q3 2026 at 14,043 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #132.

Mindset Wealth Management first reported a position in PEY in Q3 2024 and has held it in 9 quarters since. The position peaked at $326K in Q2 2026. 31 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

Mindset Wealth Management held 14,043 shares of Invesco High Yield Equity Dividend Achievers ETF worth $320K as of Q3 2026.
Mindset Wealth Management left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q3 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.06% of Mindset Wealth Management's portfolio in Q3 2026, its #132 holding.
Mindset Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $326K in Q2 2026.
31 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.