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

SteelPeak Wealth’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
2025 Q1	–	Sell	-31,497	Closed	-$670K	–	656
2024 Q4	$670K	Buy	+31,497	New	+$691K	0.03%	301
2024 Q1	–	Sell	-22,050	Closed	-$466K	–	531
2023 Q4	$466K	Buy	+22,050	New	+$428K	0.03%	285
2023 Q1	–	Sell	-23,453	Closed	-$485K	–	441
2022 Q4	$485K	Buy	+23,453	New	+$479K	0.04%	250
2021 Q1	–	Sell	-16,714	Closed	-$290K	–	397
2020 Q4	$290K	Buy	+16,714	New	+$272K	0.03%	263
2020 Q1	–	Sell	-42,182	Closed	-$801K	–	287
2019 Q4	$801K	Buy	+42,182	New	+$775K	0.11%	153

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SteelPeak Wealth's PEY Position: Q1 2025 in Review

SteelPeak Wealth sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2025, closing a stake of 31,497 shares — an estimated $670K sold.

SteelPeak Wealth first reported a position in PEY in Q4 2019 and held it in 5 quarters. The position peaked at $801K in Q4 2019. 192 funds tracked by Wall St. Rank hold PEY as of Q1 2025.

SteelPeak Wealth reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 31,497 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2025, an estimated $670K.
SteelPeak Wealth first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2019 and held it in 5 quarters.
SteelPeak Wealth's Invesco High Yield Equity Dividend Achievers ETF position peaked at $801K in Q4 2019.
192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.