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Transamerica Financial Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Transamerica Financial Advisors’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 		$71.9K Buy
3,355
+2,265
+208% +$48.5K 0.01% 595
2025
Q4 		$22.2K Buy
1,090
+8
+0.7% +$165 ﹤0.01% 696
2025
Q3 		$22.8K Buy
+1,082
New +$22.8K ﹤0.01% 581

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transamerica Financial Advisors's PEY Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 208% in Q1 2026, buying an estimated $48.5K and bringing the position to 3,355 shares worth $71.9K. The position accounts for 0.01% of the portfolio, ranked #595.

Transamerica Financial Advisors first reported a position in PEY in Q3 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

  • Transamerica Financial Advisors held 3,355 shares of Invesco High Yield Equity Dividend Achievers ETF worth $71.9K as of Q1 2026.
  • Transamerica Financial Advisors bought 2,265 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $48.5K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #595 holding.
  • Transamerica Financial Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.