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

IRC

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 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. 36 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.
36 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.