Stolper & Co’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Stolper & Co’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	$715K	Sell	31,342 -527	-2%	-$12.8K	0.18%	74
2026 Q2	$739K	Buy	31,869 +18,108	+132%	+$404K	0.19%	74
2026 Q1	$4.53M	Sell	13,761 -16,506	-55%	-$354K	1.28%	27
2025 Q4	$617K	Buy	30,267 +548	+2%	+$11.3K	0.18%	75
2025 Q3	$626K	Sell	29,719 -67	-0.2%	-$1.41K	0.19%	75
2025 Q2	$608K	Buy	29,786 +927	+3%	+$18.6K	0.2%	74
2025 Q1	$620K	Buy	28,859 +279	+1%	+$6.03K	0.2%	72
2024 Q4	$608K	Sell	28,580 -297	-1%	-$6.52K	0.2%	73
2024 Q3	$633K	Sell	28,877 -200	-0.7%	-$4.22K	0.21%	74
2024 Q2	$571K	Buy	29,077 +610	+2%	+$12.2K	0.2%	74
2024 Q1	$588K	Buy	28,467 +250	+0.9%	+$5.04K	0.21%	74
2023 Q4	$597K	Buy	28,217 +225	+0.8%	+$4.37K	0.24%	69
2023 Q3	$537K	Sell	27,992 -350	-1%	-$6.98K	0.23%	71
2023 Q2	$545K	Sell	28,342 -657	-2%	-$12.7K	0.23%	74
2023 Q1	$578K	Sell	28,999 -2,610	-8%	-$53.7K	0.25%	72
2022 Q4	$654K	Buy	+31,609	New	+$646K	0.29%	63

Other funds holding PEY

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Stolper & Co's PEY Position: Q3 2026 in Review

Stolper & Co reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.7% in Q3 2026, selling an estimated $12.8K and leaving 31,342 shares worth $715K. The position accounts for 0.18% of the portfolio, ranked #74.

Stolper & Co first reported a position in PEY in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.53M in Q1 2026. 29 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

Stolper & Co held 31,342 shares of Invesco High Yield Equity Dividend Achievers ETF worth $715K as of Q3 2026.
Stolper & Co sold 527 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $12.8K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.18% of Stolper & Co's portfolio in Q3 2026, its #74 holding.
Stolper & Co first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2022 and has held it in 16 quarters since.
Stolper & Co's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.53M in Q1 2026.
29 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.