Strategic Investment Solutions’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Strategic Investment Solutions’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	$6.95K	Hold	300	–	–	﹤0.01%	473
2026 Q1	$6.43K	Hold	300	–	–	﹤0.01%	465
2025 Q4	$6.12K	Hold	300	–	–	﹤0.01%	448
2025 Q3	$6.32K	Hold	300	–	–	﹤0.01%	424
2025 Q2	$6.12K	Buy	+300	New	+$6.04K	﹤0.01%	414

Other funds holding PEY

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Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return