Revisor Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Revisor Wealth Management’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	$341K	Sell	14,460 -1,500	-9%	-$36.4K	0.08%	253
2026 Q2	$370K	Hold	15,960	–	–	0.09%	252
2026 Q1	$342K	Hold	15,960	–	–	0.09%	226
2025 Q4	$344K	Hold	15,960	–	–	0.09%	218
2025 Q3	$334K	Hold	15,960	–	–	0.12%	194
2025 Q2	$343K	Hold	15,960	–	–	0.12%	197
2025 Q1	$343K	Buy	+15,960	New	+$345K	0.15%	157
2024 Q4	–	Sell	-14,460	Closed	-$317K	–	161
2024 Q3	$317K	Hold	14,460	–	–	0.2%	118
2024 Q2	$284K	Sell	14,460 -14,460	-50%	-$289K	0.2%	120
2024 Q1	$604K	Buy	+28,920	New	+$583K	0.27%	94
2023 Q4	–	Sell	-14,460	Closed	-$277K	–	162
2023 Q3	$277K	Sell	14,460 -11,475	-44%	-$229K	0.24%	115
2023 Q2	$498K	Sell	25,935 -11,475	-31%	-$221K	0.45%	51
2023 Q1	$745K	Buy	+37,410	New	+$770K	0.68%	35

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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 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

Revisor Wealth Management's PEY Position: Q3 2026 in Review

Revisor Wealth Management reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 9.4% in Q3 2026, selling an estimated $36.4K and leaving 14,460 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #253.

Revisor Wealth Management first reported a position in PEY in Q1 2023 and has held it in 13 quarters since. The position peaked at $745K in Q1 2023. 43 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

Revisor Wealth Management held 14,460 shares of Invesco High Yield Equity Dividend Achievers ETF worth $341K as of Q3 2026.
Revisor Wealth Management sold 1,500 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $36.4K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.08% of Revisor Wealth Management's portfolio in Q3 2026, its #253 holding.
Revisor Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2023 and has held it in 13 quarters since.
Revisor Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $745K in Q1 2023.
43 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.