Newbridge Financial Services Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Newbridge Financial Services 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	$5.79K	Buy	+250	New	+$5.57K	﹤0.01%	944
2023 Q3	–	Sell	-75	Closed	-$1.44K	–	1378
2023 Q2	$1.44K	Sell	75 -100	-57%	-$1.93K	﹤0.01%	1177
2023 Q1	$3.49K	Sell	175 -1,325	-88%	-$27.3K	﹤0.01%	1128
2022 Q4	$31K	Buy	1,500 +1,450	+2,900%	+$29.6K	0.02%	580
2022 Q3	$1K	Buy	+50	New	+$1.03K	﹤0.01%	1323
2021 Q1	–	Sell	-11,120	Closed	-$193K	–	1416
2020 Q4	$193K	Sell	11,120 -650	-6%	-$10.6K	0.16%	137
2020 Q3	$169K	Buy	+11,770	New	+$173K	0.17%	128

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

Newbridge Financial Services Group's PEY Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026: 250 shares worth $5.79K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in PEY as recently as Q2 2023.

Newbridge Financial Services Group first reported a position in PEY in Q3 2020 and has held it in 7 quarters since. The position peaked at $193K in Q4 2020. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Newbridge Financial Services Group held 250 shares of Invesco High Yield Equity Dividend Achievers ETF worth $5.79K as of Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF was a new Newbridge Financial Services Group position in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #944 holding.
Newbridge Financial Services Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2020 and has held it in 7 quarters since.
Newbridge Financial Services Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $193K in Q4 2020.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.