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Signature Estate & Investment Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Signature Estate & Investment 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 		$784K Sell
33,834
-8,827
-21% -$197K 0.01% 336
2026
Q1 		$914K Sell
42,661
-2,182
-5% -$46.8K 0.02% 282
2025
Q4 		$914K Sell
44,843
-2,537
-5% -$52.3K 0.02% 268
2025
Q3 		$998K Buy
47,380
+562
+1% +$11.9K 0.02% 249
2025
Q2 		$956K Sell
46,818
-2,551
-5% -$51.3K 0.02% 243
2025
Q1 		$1.06M Buy
49,369
+290
+0.6% +$6.26K 0.03% 208
2024
Q4 		$1.04M Sell
49,079
-137
-0.3% -$3.01K 0.03% 207
2024
Q3 		$1.08M Buy
49,216
+3
+0% +$63 0.02% 193
2024
Q2 		$967K Buy
+49,213
New +$983K 0.02% 203

Other funds holding PEY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Signature Estate & Investment Advisors's PEY Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 21% in Q2 2026, selling an estimated $197K and leaving 33,834 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #336.

Signature Estate & Investment Advisors first reported a position in PEY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q3 2024. 107 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Signature Estate & Investment Advisors held 33,834 shares of Invesco High Yield Equity Dividend Achievers ETF worth $784K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 8,827 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $197K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #336 holding.
  • Signature Estate & Investment Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
  • Signature Estate & Investment Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $1.08M in Q3 2024.
  • 107 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.