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

New Insight 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	$713K	Sell	33,301 -14,886	-31%	-$319K	0.26%	60
2025 Q4	$982K	Sell	48,187 -3,499	-7%	-$72.1K	0.35%	52
2025 Q3	$1.09M	Sell	51,686 -88,932	-63%	-$1.88M	0.41%	48
2025 Q2	$2.87M	Sell	140,618 -29,571	-17%	-$595K	1.18%	22
2025 Q1	$3.65M	Sell	170,189 -5,740	-3%	-$124K	1.66%	18
2024 Q4	$3.74M	Sell	175,929 -17,114	-9%	-$376K	1.87%	15
2024 Q3	$4.23M	Sell	193,043 -1,960	-1%	-$41.3K	2.23%	15
2024 Q2	$3.83M	Sell	195,003 -16,686	-8%	-$333K	2.25%	15
2024 Q1	$4.37M	Sell	211,689 -15,292	-7%	-$308K	2.73%	11
2023 Q4	$4.8M	Buy	+226,981	New	+$4.41M	3.23%	10

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

New Insight Wealth Advisors's PEY Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 31% in Q1 2026, selling an estimated $319K and leaving 33,301 shares worth $713K. The position accounts for 0.26% of the portfolio, ranked #60.

New Insight Wealth Advisors first reported a position in PEY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.8M in Q4 2023. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

New Insight Wealth Advisors held 33,301 shares of Invesco High Yield Equity Dividend Achievers ETF worth $713K as of Q1 2026.
New Insight Wealth Advisors sold 14,886 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $319K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.26% of New Insight Wealth Advisors's portfolio in Q1 2026, its #60 holding.
New Insight Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.8M in Q4 2023.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.