Sunbelt Securities’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Sunbelt Securities’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	$17.6K	Hold	822	–	–	﹤0.01%	1327
2025 Q4	$16.8K	Hold	822	–	–	﹤0.01%	1304
2025 Q3	$17.3K	Buy	822 +624	+315%	+$13.2K	﹤0.01%	1306
2025 Q2	$4.2K	Sell	198 -348	-64%	-$7K	﹤0.01%	1486
2025 Q1	$11.7K	Buy	546 +348	+176%	+$7.52K	﹤0.01%	1240
2024 Q4	$4.18K	Buy	198 +1	+0.5%	+$22	﹤0.01%	1487
2024 Q3	$4.32K	Buy	197 +1	+0.5%	+$21	﹤0.01%	1473
2024 Q2	$3.86K	Hold	196	–	–	﹤0.01%	1444
2024 Q1	$4.04K	Buy	196 +1	+0.5%	+$20	﹤0.01%	1399
2023 Q4	$4.13K	Buy	195 +1	+0.5%	+$19	﹤0.01%	1343
2023 Q3	$3.73K	Buy	+194	New	+$3.87K	﹤0.01%	1365

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunbelt Securities's PEY Position: Q1 2026 in Review

Sunbelt Securities held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q1 2026 at 822 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Sunbelt Securities first reported a position in PEY in Q3 2023 and has held it in 11 quarters since. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Sunbelt Securities held 822 shares of Invesco High Yield Equity Dividend Achievers ETF worth $17.6K as of Q1 2026.
Sunbelt Securities left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q1 2026.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1327 holding.
Sunbelt Securities first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2023 and has held it in 11 quarters since.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.