Sax Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Sax Wealth Advisors’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	$311K	Hold	14,500	–	–	0.01%	441
2026 Q1	$296K	Hold	14,500	–	–	0.01%	393
2025 Q4	$296K	Hold	14,500	–	–	0.01%	401
2025 Q3	$305K	Hold	14,500	–	–	0.02%	345
2025 Q2	$296K	Hold	14,500	–	–	0.02%	342
2025 Q1	$311K	Hold	14,500	–	–	0.02%	292
2024 Q4	$308K	Hold	14,500	–	–	0.02%	257
2024 Q3	$318K	Hold	14,500	–	–	0.03%	216
2024 Q2	$285K	Buy	+14,500	New	+$290K	0.03%	214

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

Sax Wealth Advisors's PEY Position: Q2 2026 in Review

Sax Wealth Advisors held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 14,500 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #441.

Sax Wealth Advisors first reported a position in PEY in Q2 2024 and has held it in 9 quarters since. The position peaked at $318K in Q3 2024. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Sax Wealth Advisors held 14,500 shares of Invesco High Yield Equity Dividend Achievers ETF worth $311K as of Q2 2026.
Sax Wealth Advisors 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 Sax Wealth Advisors's portfolio in Q2 2026, its #441 holding.
Sax Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $318K in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.