Precedent Wealth Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Precedent Wealth Partners’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	$290K	Hold	12,728	–	–	0.04%	167
2026 Q2	$295K	Sell	12,728 -2,477	-16%	-$55.2K	0.05%	174
2026 Q1	$326K	Sell	15,205 -6,576	-30%	-$141K	0.07%	143
2025 Q4	$444K	Sell	21,781 -2,182	-9%	-$45K	0.09%	131
2025 Q3	$505K	Hold	23,963	–	–	0.11%	126
2025 Q2	$489K	Sell	23,963 -12,441	-34%	-$250K	0.12%	126
2025 Q1	$782K	Sell	36,404 -1,359	-4%	-$29.4K	0.22%	107
2024 Q4	$803K	Buy	37,763 +745	+2%	+$16.4K	0.26%	99
2024 Q3	$812K	Buy	37,018 +23,276	+169%	+$491K	0.27%	93
2024 Q2	$270K	Buy	+13,742	New	+$275K	0.11%	126

Other funds holding PEY

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Precedent Wealth Partners's PEY Position: Q3 2026 in Review

Precedent Wealth Partners held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q3 2026 at 12,728 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #167.

Precedent Wealth Partners first reported a position in PEY in Q2 2024 and has held it in 10 quarters since. The position peaked at $812K in Q3 2024. 41 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

Precedent Wealth Partners held 12,728 shares of Invesco High Yield Equity Dividend Achievers ETF worth $290K as of Q3 2026.
Precedent Wealth Partners left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q3 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.04% of Precedent Wealth Partners's portfolio in Q3 2026, its #167 holding.
Precedent Wealth Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2024 and has held it in 10 quarters since.
Precedent Wealth Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $812K in Q3 2024.
41 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.