Steward Partners Investment Advisory’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Steward Partners Investment Advisory’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 Q1	$322K	Hold	15,053	–	–	﹤0.01%	1772
2025 Q4	$307K	Sell	15,053 -7,383	-33%	-$152K	﹤0.01%	1698
2025 Q3	$473K	Sell	22,436 -1,221	-5%	-$25.8K	﹤0.01%	1410
2025 Q2	$483K	Buy	23,657 +100	+0.4%	+$2.01K	﹤0.01%	1323
2025 Q1	$506K	Sell	23,557 -235	-1%	-$5.08K	﹤0.01%	1211
2024 Q4	$506K	Buy	23,792 +1,650	+7%	+$36.2K	﹤0.01%	1156
2024 Q3	$486K	Hold	22,142	–	–	﹤0.01%	1118
2024 Q2	$435K	Sell	22,142 -100	-0.4%	-$2K	﹤0.01%	1121
2024 Q1	$459K	Sell	22,242 -2,279	-9%	-$45.9K	0.01%	1091
2023 Q4	$518K	Sell	24,521 -350	-1%	-$6.8K	0.01%	991
2023 Q3	$477K	Sell	24,871 -3,071	-11%	-$61.2K	0.01%	933
2023 Q2	$537K	Sell	27,942 -22,060	-44%	-$426K	0.01%	908
2023 Q1	$996K	Sell	50,002 -18,203	-27%	-$375K	0.02%	695
2022 Q4	$1.41M	Sell	68,205 -24,444	-26%	-$499K	0.02%	549
2022 Q3	$1.72M	Buy	92,649 +23,748	+34%	+$490K	0.03%	475
2022 Q2	$1.42M	Buy	68,901 +7,807	+13%	+$167K	0.03%	541
2022 Q1	$1.33M	Buy	61,094 +51,021	+507%	+$1.09M	0.02%	600
2021 Q4	$212K	Sell	10,073 -16,136	-62%	-$331K	﹤0.01%	1290
2021 Q3	$519K	Buy	26,209 +15,916	+155%	+$322K	0.01%	890
2021 Q2	$213K	Sell	10,293 -3,498	-25%	-$73.2K	﹤0.01%	1489
2021 Q1	$279K	Buy	13,791 +976	+8%	+$18.4K	﹤0.01%	1127
2020 Q4	$223K	Sell	12,815 -1,134	-8%	-$18.4K	﹤0.01%	1023
2020 Q3	$200K	Buy	13,949 +9,749	+232%	+$143K	0.01%	941
2020 Q2	$61K	Buy	+4,200	New	+$59.1K	﹤0.01%	1337

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

IRC

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's PEY Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q1 2026 at 15,053 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Steward Partners Investment Advisory first reported a position in PEY in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.72M in Q3 2022. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Steward Partners Investment Advisory held 15,053 shares of Invesco High Yield Equity Dividend Achievers ETF worth $322K as of Q1 2026.
Steward Partners Investment Advisory left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q1 2026.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1772 holding.
Steward Partners Investment Advisory first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2020 and has held it in 24 quarters since.
Steward Partners Investment Advisory's Invesco High Yield Equity Dividend Achievers ETF position peaked at $1.72M in Q3 2022.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.