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 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

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sowell Financial Services's PEY Position: Q2 2026 in Review

Sowell Financial Services reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.9% in Q2 2026, selling an estimated $5.57K and leaving 12,837 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #875.

Sowell Financial Services first reported a position in PEY in Q1 2019 and has held it in 27 quarters since. The position peaked at $370K in Q2 2023. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Sowell Financial Services held 12,837 shares of Invesco High Yield Equity Dividend Achievers ETF worth $298K as of Q2 2026.
Sowell Financial Services sold 250 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $5.57K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #875 holding.
Sowell Financial Services first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2019 and has held it in 27 quarters since.
Sowell Financial Services's Invesco High Yield Equity Dividend Achievers ETF position peaked at $370K in Q2 2023.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.