Richards, Merrill & Peterson’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Richards, Merrill & Peterson’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	$33.9K	Hold	1,463	–	–	0.01%	254
2026 Q1	$31.3K	Hold	1,463	–	–	0.01%	243
2025 Q4	$29.8K	Hold	1,463	–	–	0.01%	233
2025 Q3	$30.8K	Hold	1,463	–	–	0.01%	196
2025 Q2	$29.9K	Hold	1,463	–	–	0.01%	184
2025 Q1	$31.4K	Hold	1,463	–	–	0.02%	299
2024 Q4	$31.1K	Buy	+1,463	New	+$32.1K	0.02%	284

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

Richards, Merrill & Peterson's PEY Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 1,463 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #254.

Richards, Merrill & Peterson first reported a position in PEY in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Richards, Merrill & Peterson held 1,463 shares of Invesco High Yield Equity Dividend Achievers ETF worth $33.9K as of Q2 2026.
Richards, Merrill & Peterson left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #254 holding.
Richards, Merrill & Peterson first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.