PCS
PEY icon

Private Client Services’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Private Client Services’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 		$291K Buy
+12,741
New +$309K 0.08% 180

Other funds holding PEY

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SEIA
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
FPB
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Private Client Services's PEY Position: Q3 2026 in Review

Private Client Services opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2026: 12,741 shares worth $291K. The stake represents 0.08% of the portfolio and ranks #180 among its holdings.

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

  • Private Client Services held 12,741 shares of Invesco High Yield Equity Dividend Achievers ETF worth $291K as of Q3 2026.
  • Invesco High Yield Equity Dividend Achievers ETF was a new Private Client Services position in Q3 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.08% of Private Client Services's portfolio in Q3 2026, its #180 holding.
  • 14 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.