Spire Wealth Management
PEY icon

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
Q3 		$64.8K Hold
2,840
– – ﹤0.01% 1062
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% -$9.7K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Good Steward Wealth Advisors
Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return
Founders Grove Wealth Partners
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Cresta Advisors
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Spire Wealth Management's PEY Position: Q3 2026 in Review

Spire Wealth Management held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q3 2026 at 2,840 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Spire Wealth Management first reported a position in PEY in Q1 2021 and has held it in 23 quarters since. The position peaked at $226K in Q1 2021. 95 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

  • Spire Wealth Management held 2,840 shares of Invesco High Yield Equity Dividend Achievers ETF worth $64.8K as of Q3 2026.
  • Spire Wealth Management left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q3 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1062 holding.
  • Spire Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $226K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.