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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Precedent Wealth Partners's PEY Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 16% in Q2 2026, selling an estimated $55.2K and leaving 12,728 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #174.

Precedent Wealth Partners first reported a position in PEY in Q2 2024 and has held it in 9 quarters since. The position peaked at $812K in Q3 2024. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Precedent Wealth Partners held 12,728 shares of Invesco High Yield Equity Dividend Achievers ETF worth $295K as of Q2 2026.
  • Precedent Wealth Partners sold 2,477 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $55.2K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.05% of Precedent Wealth Partners's portfolio in Q2 2026, its #174 holding.
  • Precedent Wealth Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
  • Precedent Wealth Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $812K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.