Spire Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Spire Wealth Management’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	$65.8K	Buy	2,840 +1,120	+65%	+$25K	﹤0.01%	1099
2026 Q1	$36.8K	Hold	1,720	–	–	﹤0.01%	1256
2025 Q4	$35.1K	Buy	1,720 +1,505	+700%	+$31K	﹤0.01%	1287
2025 Q3	$4.53K	Hold	215	–	–	﹤0.01%	1983
2025 Q2	$4.39K	Sell	215 -1,805	-89%	-$36.3K	﹤0.01%	1986
2025 Q1	$43.4K	Hold	2,020	–	–	﹤0.01%	1331
2024 Q4	$43K	Hold	2,020	–	–	﹤0.01%	1334
2024 Q3	$44.3K	Sell	2,020 -1	-0%	-$21	﹤0.01%	1164
2024 Q2	$39.7K	Sell	2,021 -5,366	-73%	-$107K	﹤0.01%	1199
2024 Q1	$153K	Sell	7,387 -977	-12%	-$19.7K	﹤0.01%	859
2023 Q4	$169K	Buy	8,364 +1,950	+30%	+$37.9K	0.01%	806
2023 Q3	$123K	Hold	6,414	–	–	﹤0.01%	876
2023 Q2	$123K	Sell	6,414 -3,654	-36%	-$70.5K	﹤0.01%	902
2023 Q1	$201K	Buy	10,068 +38	+0.4%	+$782	0.01%	724
2022 Q4	$208K	Buy	10,030 +44	+0.4%	+$899	0.01%	550
2022 Q3	$186K	Sell	9,986 -469	-4%	-$9.68K	0.01%	548
2022 Q2	$215K	Buy	10,455 +394	+4%	+$8.45K	0.01%	742
2022 Q1	$217K	Sell	10,061 -489	-5%	-$10.5K	0.01%	856
2021 Q4	$222K	Buy	10,550 +42	+0.4%	+$862	﹤0.01%	1048
2021 Q3	$208K	Buy	10,508 +39	+0.4%	+$789	0.01%	902
2021 Q2	$216K	Sell	10,469 -667	-6%	-$14K	0.01%	922
2021 Q1	$226K	Buy	+11,136	New	+$210K	0.01%	1012

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

Spire Wealth Management's PEY Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 65% in Q2 2026, buying an estimated $25K and bringing the position to 2,840 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Spire Wealth Management first reported a position in PEY in Q1 2021 and has held it in 22 quarters since. The position peaked at $226K in Q1 2021. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Spire Wealth Management held 2,840 shares of Invesco High Yield Equity Dividend Achievers ETF worth $65.8K as of Q2 2026.
Spire Wealth Management bought 1,120 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $25K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1099 holding.
Spire Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $226K in Q1 2021.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.