Sound Income Strategies’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Sound Income Strategies’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	–	Sell	-508	Closed	-$10.8K	–	1839
2026 Q1	$10.8K	Hold	508	–	–	﹤0.01%	1464
2025 Q4	$10.9K	Hold	508	–	–	﹤0.01%	1421
2025 Q3	$10.6K	Sell	508 -163	-24%	-$3.44K	﹤0.01%	994
2025 Q2	$13.7K	Buy	671 +2	+0.3%	+$40	﹤0.01%	852
2025 Q1	$14.4K	Buy	669 +1	+0.1%	+$22	﹤0.01%	799
2024 Q4	$14.2K	Buy	668 +2	+0.3%	+$44	﹤0.01%	752
2024 Q3	$14.6K	Buy	666 +2	+0.3%	+$42	﹤0.01%	705
2024 Q2	$13K	Buy	664 +156	+31%	+$3.12K	﹤0.01%	720
2024 Q1	$10.5K	Hold	508	–	–	﹤0.01%	742
2023 Q4	$10.7K	Hold	508	–	–	﹤0.01%	715
2023 Q3	$9.75K	Hold	508	–	–	﹤0.01%	600
2023 Q2	$9.76K	Hold	508	–	–	﹤0.01%	580
2023 Q1	$10.1K	Hold	508	–	–	﹤0.01%	552
2022 Q4	$10.5K	Hold	508	–	–	﹤0.01%	509
2022 Q3	$9K	Hold	508	–	–	﹤0.01%	488
2022 Q2	$10K	Hold	508	–	–	﹤0.01%	468
2022 Q1	$11K	Hold	508	–	–	﹤0.01%	458
2021 Q4	$11K	Hold	508	–	–	﹤0.01%	469
2021 Q3	$10K	Sell	508 -287	-36%	-$5.81K	﹤0.01%	461
2021 Q2	$16K	Sell	795 -28	-3%	-$586	﹤0.01%	392
2021 Q1	$16.7K	Buy	823 +28	+4%	+$528	﹤0.01%	385
2020 Q4	$14K	Sell	795 -86	-10%	-$1.4K	﹤0.01%	388
2020 Q3	$13K	Hold	881	–	–	﹤0.01%	366
2020 Q2	$13K	Hold	881	–	–	﹤0.01%	344
2020 Q1	$11K	Hold	881	–	–	﹤0.01%	331
2019 Q4	$17K	Hold	881	–	–	﹤0.01%	254
2019 Q3	$16K	Hold	881	–	–	﹤0.01%	238
2019 Q2	$16K	Hold	881	–	–	0.01%	259
2019 Q1	$16K	Hold	881	–	–	0.01%	259
2018 Q4	$14K	Sell	881 -119	-12%	-$2.04K	0.01%	280
2018 Q3	$18K	Hold	1,000	–	–	0.01%	256
2018 Q2	$18K	Sell	1,000 -146	-13%	-$2.52K	0.01%	229
2018 Q1	$20K	Hold	1,146	–	–	0.01%	197
2017 Q4	$20K	Buy	+1,146	New	+$20K	0.01%	137

Other funds holding PEY

LPL Financial San Diego, California $445B AUM 25.58% 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

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's PEY Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026, closing a stake of 508 shares — an estimated $10.8K sold.

Sound Income Strategies first reported a position in PEY in Q4 2017 and held it in 34 quarters. The position peaked at $20K in Q1 2018. 135 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Sound Income Strategies reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 508 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $10.8K.
Sound Income Strategies first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2017 and held it in 34 quarters.
Sound Income Strategies's Invesco High Yield Equity Dividend Achievers ETF position peaked at $20K in Q1 2018.
135 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.