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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IRC

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stolper & Co's PEY Position: Q2 2026 in Review

Stolper & Co increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 132% in Q2 2026, buying an estimated $404K and bringing the position to 31,869 shares worth $739K. The position accounts for 0.19% of the portfolio, ranked #74.

Stolper & Co first reported a position in PEY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.53M in Q1 2026. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Stolper & Co held 31,869 shares of Invesco High Yield Equity Dividend Achievers ETF worth $739K as of Q2 2026.
Stolper & Co bought 18,108 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $404K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.19% of Stolper & Co's portfolio in Q2 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 15 quarters since.
Stolper & Co's Invesco High Yield Equity Dividend Achievers ETF position peaked at $4.53M in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.