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OneDigital Investment Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

OneDigital Investment 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 		$2.41M Buy
103,958
+2,629
+3% +$58.6K 0.02% 460
2026
Q1 		$2.17M Sell
101,329
-850
-0.8% -$18.2K 0.02% 455
2025
Q4 		$2.08M Sell
102,179
-2,360
-2% -$48.6K 0.02% 449
2025
Q3 		$2.2M Sell
104,539
-1,210
-1% -$25.5K 0.02% 420
2025
Q2 		$2.16M Sell
105,749
-2,512
-2% -$50.5K 0.02% 417
2025
Q1 		$2.32M Sell
108,261
-1,060
-1% -$22.9K 0.03% 369
2024
Q4 		$2.32M Buy
109,321
+2,408
+2% +$52.9K 0.03% 385
2024
Q3 		$2.34M Sell
106,913
-18,208
-15% -$384K 0.03% 398
2024
Q2 		$2.46M Buy
125,121
+8,230
+7% +$164K 0.03% 371
2024
Q1 		$2.41M Sell
116,891
-527
-0.4% -$10.6K 0.04% 295
2023
Q4 		$2.48M Sell
117,418
-7,630
-6% -$148K 0.04% 276
2023
Q3 		$2.4M Sell
125,048
-1,521
-1% -$30.3K 0.05% 246
2023
Q2 		$2.43M Sell
126,569
-5,449
-4% -$105K 0.05% 244
2023
Q1 		$2.63M Sell
132,018
-4,121
-3% -$84.8K 0.06% 233
2022
Q4 		$2.82M Buy
136,139
+9,474
+7% +$194K 0.08% 204
2022
Q3 		$2.35M Sell
126,665
-5,783
-4% -$119K 0.09% 169
2022
Q2 		$2.72M Sell
132,448
-1,248
-0.9% -$26.8K 0.12% 127
2022
Q1 		$2.92M Buy
133,696
+3,819
+3% +$81.8K 0.11% 120
2021
Q4 		$2.73M Sell
129,877
-725
-0.6% -$14.9K 0.1% 138
2021
Q3 		$2.59M Sell
130,602
-4,139
-3% -$83.7K 0.1% 131
2021
Q2 		$2.78M Buy
134,741
+5,189
+4% +$109K 0.11% 116
2021
Q1 		$2.62M Buy
129,552
+5,909
+5% +$112K 0.12% 119
2020
Q4 		$2.15M Buy
123,643
+15,240
+14% +$248K 0.11% 135
2020
Q3 		$1.56M Sell
108,403
-12,624
-10% -$185K 0.11% 152
2020
Q2 		$1.75M Sell
121,027
-24,489
-17% -$345K 0.13% 149
2020
Q1 		$1.88M Buy
145,516
+607
+0.4% +$10.4K 0.17% 123
2019
Q4 		$2.75M Buy
144,909
+377
+0.3% +$6.93K 0.22% 105
2019
Q3 		$2.65M Sell
144,532
-3,757
-3% -$67.9K 0.24% 97
2019
Q2 		$2.69M Sell
148,289
-4,402
-3% -$78.9K 0.21% 77
2019
Q1 		$2.73M Buy
152,691
+721
+0.5% +$12.4K 0.4% 58
2018
Q4 		$2.41M Buy
+151,970
New +$2.61M 0.41% 57

Other funds holding PEY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

OneDigital Investment Advisors's PEY Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 2.6% in Q2 2026, buying an estimated $58.6K and bringing the position to 103,958 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #460.

OneDigital Investment Advisors first reported a position in PEY in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.92M in Q1 2022. 119 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • OneDigital Investment Advisors held 103,958 shares of Invesco High Yield Equity Dividend Achievers ETF worth $2.41M as of Q2 2026.
  • OneDigital Investment Advisors bought 2,629 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $58.6K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #460 holding.
  • OneDigital Investment Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2018 and has held it in 31 quarters since.
  • OneDigital Investment Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $2.92M in Q1 2022.
  • 119 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.