Salomon & Ludwin
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Salomon & Ludwin’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Salomon & Ludwin’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 		$4.62M Sell
202,668
-1,305
-0.6% -$31.7K 0.38% 48
2026
Q2 		$4.79M Sell
203,973
-1,212
-0.6% -$27K 0.39% 47
2026
Q1 		$4.43M Sell
205,185
-1,423
-0.7% -$30.5K 0.4% 46
2025
Q4 		$4.28M Sell
206,608
-2,316
-1% -$47.7K 0.38% 48
2025
Q3 		$4.46M Sell
208,924
-10,735
-5% -$227K 0.4% 46
2025
Q2 		$4.66M Sell
219,659
-6,896
-3% -$139K 0.46% 44
2025
Q1 		$4.86M Sell
226,555
-3,560
-2% -$76.9K 0.52% 39
2024
Q4 		$4.89M Sell
230,115
-17,878
-7% -$392K 0.52% 42
2024
Q3 		$5.44M Sell
247,993
-35,670
-13% -$752K 0.55% 39
2024
Q2 		$5.54M Sell
283,663
-245,952
-46% -$4.91M 0.62% 36
2024
Q1 		$10.9M Sell
529,615
-55,580
-9% -$1.12M 0.94% 29
2023
Q4 		$11.2M Hold
585,195
– – 1.17% 27
2023
Q3 		$11.2M Sell
585,195
-6,775
-1% -$135K 1.17% 27
2023
Q2 		$11.4M Sell
591,970
-14,292
-2% -$276K 1.21% 25
2023
Q1 		$12.1M Sell
606,262
-1,664
-0.3% -$34.2K 1.44% 24
2022
Q4 		$12.6M Sell
607,926
-748
-0.1% -$15.3K 1.59% 20
2022
Q3 		$11.3M Sell
608,674
-2,765
-0.5% -$57.1K 1.7% 18
2022
Q2 		$12.6M Sell
611,439
-16,725
-3% -$359K 1.94% 15
2022
Q1 		$13.7M Sell
628,164
-20,621
-3% -$441K 1.99% 17
2021
Q4 		$13.7M Sell
648,785
-8,776
-1% -$180K 1.93% 17
2021
Q3 		$13M Sell
657,561
-13,615
-2% -$275K 2.03% 17
2021
Q2 		$13.9M Sell
671,176
-7,318
-1% -$153K 2.18% 15
2021
Q1 		$13.7M Sell
678,494
-9,023
-1% -$170K 2.33% 15
2020
Q4 		$11.9M Sell
687,517
-72,529
-10% -$1.18M 2.22% 15
2020
Q3 		$10.9M Sell
760,046
-118,720
-14% -$1.74M 2.27% 15
2020
Q2 		$12.7M Sell
878,766
-265,705
-23% -$3.74M 2.73% 12
2020
Q1 		$14.8M Buy
1,144,471
+116,865
+11% +$2M 3.81% 8
2019
Q4 		$19.5M Sell
1,027,606
-72,442
-7% -$1.33M 3.87% 7
2019
Q3 		$20.1M Sell
1,100,048
-17,533
-2% -$317K 4.08% 7
2019
Q2 		$20.3M Sell
1,117,581
-5,247
-0.5% -$94.1K 4.1% 7
2019
Q1 		$20.1M Sell
1,122,828
-4,055
-0.4% -$70K 4.13% 7
2018
Q4 		$17.8M Buy
+1,126,883
New +$19.3M 4.12% 8

Other funds holding PEY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Good Steward Wealth Advisors
Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return
Founders Grove Wealth Partners
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Cresta Advisors
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Salomon & Ludwin's PEY Position: Q3 2026 in Review

Salomon & Ludwin reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.64% in Q3 2026, selling an estimated $31.7K and leaving 202,668 shares worth $4.62M. The position accounts for 0.38% of the portfolio, ranked #48.

Salomon & Ludwin first reported a position in PEY in Q4 2018 and has held it in 32 quarters since. The position peaked at $20.3M in Q2 2019. 95 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

  • Salomon & Ludwin held 202,668 shares of Invesco High Yield Equity Dividend Achievers ETF worth $4.62M as of Q3 2026.
  • Salomon & Ludwin sold 1,305 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $31.7K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.38% of Salomon & Ludwin's portfolio in Q3 2026, its #48 holding.
  • Salomon & Ludwin first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2018 and has held it in 32 quarters since.
  • Salomon & Ludwin's Invesco High Yield Equity Dividend Achievers ETF position peaked at $20.3M in Q2 2019.
  • 95 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.