SC
PEY icon

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
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 $559M AUM 21.55% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return