Sowell Financial Services
PEY icon

Sowell Financial Services’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Sowell Financial Services’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
Q3 		$288K Sell
12,620
-217
-2% -$5.27K 0.01% 936
2026
Q2 		$298K Sell
12,837
-250
-2% -$5.57K 0.01% 875
2026
Q1 		$280K Buy
13,087
+18
+0.1% +$386 0.01% 857
2025
Q4 		$266K Buy
13,069
+21
+0.2% +$433 0.01% 875
2025
Q3 		$275K Buy
13,048
+20
+0.2% +$422 0.01% 843
2025
Q2 		$266K Buy
13,028
+19
+0.1% +$382 0.01% 845
2025
Q1 		$279K Buy
13,009
+16
+0.1% +$346 0.01% 799
2024
Q4 		$276K Buy
12,993
+18
+0.1% +$395 0.01% 472
2024
Q3 		$285K Buy
12,975
+17
+0.1% +$358 0.01% 501
2024
Q2 		$254K Buy
12,958
+17
+0.1% +$340 0.01% 502
2024
Q1 		$267K Buy
12,941
+18
+0.1% +$363 0.01% 517
2023
Q4 		$273K Sell
12,923
-975
-7% -$18.9K 0.01% 499
2023
Q3 		$267K Sell
13,898
-5,377
-28% -$107K 0.02% 475
2023
Q2 		$370K Buy
19,275
+5,122
+36% +$98.8K 0.02% 491
2023
Q1 		$282K Sell
14,153
-807
-5% -$16.6K 0.02% 580
2022
Q4 		$310K Sell
14,960
-333
-2% -$6.8K 0.02% 480
2022
Q3 		$284K Buy
+15,293
New +$316K 0.03% 377
2022
Q1 		– Sell
-14,654
Closed -$309K – 408
2021
Q4 		$309K Sell
14,654
-716
-5% -$14.7K 0.02% 481
2021
Q3 		$304K Buy
15,370
+1,971
+15% +$39.9K 0.02% 447
2021
Q2 		$277K Buy
13,399
+705
+6% +$14.8K 0.02% 481
2021
Q1 		$272K Buy
12,694
+2,032
+19% +$38.4K 0.01% 887
2020
Q4 		$185K Sell
10,662
-193
-2% -$3.14K 0.01% 882
2020
Q3 		$156K Sell
10,855
-111
-1% -$1.63K 0.01% 817
2020
Q2 		$158K Buy
10,966
+321
+3% +$4.52K 0.01% 806
2020
Q1 		$138K Sell
10,645
-33
-0.3% -$564 0.01% 759
2019
Q4 		$203K Sell
10,678
-924
-8% -$17K 0.02% 707
2019
Q3 		$212K Buy
+11,602
New +$210K 0.02% 626
2019
Q1 		$340K Buy
+19,054
New +$329K 0.04% 430

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Sowell Financial Services's PEY Position: Q3 2026 in Review

Sowell Financial Services reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.7% in Q3 2026, selling an estimated $5.27K and leaving 12,620 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #936.

Sowell Financial Services first reported a position in PEY in Q1 2019 and has held it in 28 quarters since. The position peaked at $370K in Q2 2023. 39 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

  • Sowell Financial Services held 12,620 shares of Invesco High Yield Equity Dividend Achievers ETF worth $288K as of Q3 2026.
  • Sowell Financial Services sold 217 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $5.27K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #936 holding.
  • Sowell Financial Services first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2019 and has held it in 28 quarters since.
  • Sowell Financial Services's Invesco High Yield Equity Dividend Achievers ETF position peaked at $370K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.