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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Revisor Wealth Management's PEY Position: Q2 2026 in Review

Revisor Wealth Management held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 15,960 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #252.

Revisor Wealth Management first reported a position in PEY in Q1 2023 and has held it in 12 quarters since. The position peaked at $745K in Q1 2023. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Revisor Wealth Management held 15,960 shares of Invesco High Yield Equity Dividend Achievers ETF worth $370K as of Q2 2026.
Revisor Wealth Management left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.09% of Revisor Wealth Management's portfolio in Q2 2026, its #252 holding.
Revisor Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2023 and has held it in 12 quarters since.
Revisor Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $745K in Q1 2023.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.