Stratos Wealth Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Stratos Wealth Partners’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	$227K	Buy	10,615 +557	+6%	+$11.9K	﹤0.01%	1469
2025 Q4	$205K	Sell	10,058 -1,636	-14%	-$33.7K	﹤0.01%	1504
2025 Q3	$246K	Sell	11,694 -118	-1%	-$2.49K	﹤0.01%	1352
2025 Q2	$241K	Sell	11,812 -10,644	-47%	-$214K	﹤0.01%	1239
2025 Q1	$482K	Buy	22,456 +31	+0.1%	+$670	0.01%	904
2024 Q4	$477K	Sell	22,425 -154	-0.7%	-$3.38K	0.01%	953
2024 Q3	$495K	Sell	22,579 -2,080	-8%	-$43.9K	0.01%	948
2024 Q2	$484K	Sell	24,659 -3,967	-14%	-$79.3K	0.01%	910
2024 Q1	$591K	Sell	28,626 -15,907	-36%	-$321K	0.01%	831
2023 Q4	$941K	Buy	44,533 +1,255	+3%	+$24.4K	0.02%	654
2023 Q3	$831K	Buy	43,278 +6,655	+18%	+$133K	0.02%	635
2023 Q2	$704K	Sell	36,623 -32,597	-47%	-$629K	0.02%	654
2023 Q1	$1.38M	Buy	69,220 +2,610	+4%	+$53.7K	0.04%	396
2022 Q4	$1.38M	Sell	66,610 -7,511	-10%	-$153K	0.03%	424
2022 Q3	$1.38M	Buy	+74,121	New	+$1.53M	0.04%	397
2018 Q4	–	Sell	-5,884	Closed	-$106K	–	2020
2018 Q3	$106K	Buy	+5,884	New	+$106K	﹤0.01%	1100
2018 Q2	–	Sell	-1,743	Closed	-$30K	–	2118
2018 Q1	$30K	Buy	1,743 +879	+102%	+$15.4K	﹤0.01%	1840
2017 Q4	$15K	Buy	+864	New	+$15.1K	﹤0.01%	2003

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

Stratos Wealth Partners's PEY Position: Q1 2026 in Review

Stratos Wealth Partners increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 5.5% in Q1 2026, buying an estimated $11.9K and bringing the position to 10,615 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Stratos Wealth Partners first reported a position in PEY in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.38M in Q1 2023. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Stratos Wealth Partners held 10,615 shares of Invesco High Yield Equity Dividend Achievers ETF worth $227K as of Q1 2026.
Stratos Wealth Partners bought 557 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $11.9K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1469 holding.
Stratos Wealth Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2017 and has held it in 18 quarters since.
Stratos Wealth Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $1.38M in Q1 2023.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.