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North Point Portfolio Managers’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

North Point Portfolio Managers’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 		$11.8K Buy
+517
New +$12.6K ﹤0.01% 199

Other funds holding PEY

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

North Point Portfolio Managers's PEY Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2026: 517 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #199 among its holdings.

20 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

  • North Point Portfolio Managers held 517 shares of Invesco High Yield Equity Dividend Achievers ETF worth $11.8K as of Q3 2026.
  • Invesco High Yield Equity Dividend Achievers ETF was a new North Point Portfolio Managers position in Q3 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #199 holding.
  • 20 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.