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 Q2	$1.08M	Buy	46,622 +13,321	+40%	+$297K	0.32%	56
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 $1.55T 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

New Insight Wealth Advisors's PEY Position: Q2 2026 in Review

New Insight Wealth Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 40% in Q2 2026, buying an estimated $297K and bringing the position to 46,622 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #56.

New Insight Wealth Advisors first reported a position in PEY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.8M in Q4 2023. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

New Insight Wealth Advisors held 46,622 shares of Invesco High Yield Equity Dividend Achievers ETF worth $1.08M as of Q2 2026.
New Insight Wealth Advisors bought 13,321 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $297K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.32% of New Insight Wealth Advisors's portfolio in Q2 2026, its #56 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 11 quarters since.
New Insight Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.8M in Q4 2023.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.