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 Q2	$2.3K	Sell	99 -3,256	-97%	-$72.6K	﹤0.01%	1280
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 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

Transamerica Financial Advisors's PEY Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 97% in Q2 2026, selling an estimated $72.6K and leaving 99 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Transamerica Financial Advisors first reported a position in PEY in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.9K in Q1 2026. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Transamerica Financial Advisors held 99 shares of Invesco High Yield Equity Dividend Achievers ETF worth $2.3K as of Q2 2026.
Transamerica Financial Advisors sold 3,256 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $72.6K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1280 holding.
Transamerica Financial Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
Transamerica Financial Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $71.9K in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.