Simplex Trading
PEY icon

Simplex Trading’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Simplex Trading’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 		$26.7K Buy
1,150
+1,149
+114,900% +$25.6K ﹤0.01% 6851
2026
Q1 		$21 Buy
+1
New +$21 ﹤0.01% 8921
2025
Q4 		– Sell
-1,059
Closed -$22K – 9702
2025
Q3 		$22K Sell
1,059
-816
-44% -$17.2K ﹤0.01% 7260
2025
Q2 		$38K Buy
+1,875
New +$37.7K ﹤0.01% 6191
2025
Q1 		– Sell
-299
Closed -$6K – 9376
2024
Q4 		$6K Buy
+299
New +$6.56K ﹤0.01% 7523
2023
Q4 		– Sell
-222
Closed -$4K – 9564
2023
Q3 		$4K Buy
+222
New +$4.43K ﹤0.01% 7799
2023
Q2 		– Sell
-5,438
Closed -$108K – 9699
2023
Q1 		$108K Buy
5,438
+5,389
+10,998% +$111K ﹤0.01% 5069
2022
Q4 		$1K Sell
49
-356
-88% -$7.27K ﹤0.01% 8886
2022
Q3 		$7K Buy
405
+200
+98% +$4.13K ﹤0.01% 8553
2022
Q2 		$4K Sell
205
-1,903
-90% -$40.8K ﹤0.01% 9014
2022
Q1 		$46K Buy
2,108
+1,031
+96% +$22.1K ﹤0.01% 7251
2021
Q4 		$22K Sell
1,077
-1,154
-52% -$23.7K ﹤0.01% 8264
2021
Q3 		$46K Sell
2,231
-100
-4% -$2.02K ﹤0.01% 7603
2021
Q2 		$48K Buy
2,331
+1,206
+107% +$25.3K ﹤0.01% 7684
2021
Q1 		$22K Buy
+1,125
New +$21.2K ﹤0.01% 7386

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Simplex Trading's PEY Position: Q2 2026 in Review

Simplex Trading increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 114,900% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,150 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6851.

Simplex Trading first reported a position in PEY in Q1 2021 and has held it in 15 quarters since. The position peaked at $108K in Q1 2023. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Simplex Trading held 1,150 shares of Invesco High Yield Equity Dividend Achievers ETF worth $26.7K as of Q2 2026.
  • Simplex Trading bought 1,149 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $25.6K.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6851 holding.
  • Simplex Trading first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2021 and has held it in 15 quarters since.
  • Simplex Trading's Invesco High Yield Equity Dividend Achievers ETF position peaked at $108K in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.