Tyler-Stone Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	–	Sell	-9,646	Closed	-$207K	–	336
2025 Q1	$207K	Buy	9,646 +99	+1%	+$2.14K	0.04%	311
2024 Q4	$203K	Buy	+9,547	New	+$210K	0.04%	311
2024 Q3	–	Sell	-4,245	Closed	-$83.4K	–	764
2024 Q2	$83.4K	Buy	4,245 +46	+1%	+$919	0.03%	309
2024 Q1	$86.7K	Sell	4,199 -993	-19%	-$20K	0.04%	294
2023 Q4	$110K	Buy	5,192 +84	+2%	+$1.63K	0.06%	255
2023 Q3	$98K	Buy	5,108 +58	+1%	+$1.16K	0.06%	255
2023 Q2	$97K	Buy	+5,050	New	+$97.4K	0.05%	253
2022 Q4	$103K	Buy	4,978 +60	+1%	+$1.23K	0.07%	228
2022 Q3	$91K	Buy	4,918 +47	+1%	+$971	0.07%	232
2022 Q2	$100K	Buy	4,871 +47	+1%	+$1.01K	0.07%	237
2022 Q1	$105K	Buy	4,824 +48	+1%	+$1.03K	0.06%	247
2021 Q4	$101K	Buy	+4,776	New	+$98K	0.05%	270

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tyler-Stone Wealth Management's PEY Position: Q2 2025 in Review

Tyler-Stone Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2025, closing a stake of 9,646 shares — an estimated $207K sold.

Tyler-Stone Wealth Management first reported a position in PEY in Q4 2021 and held it in 12 quarters. The position peaked at $207K in Q1 2025. 199 funds tracked by Wall St. Rank hold PEY as of Q2 2025.

Tyler-Stone Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Tyler-Stone Wealth Management sold 9,646 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2025, an estimated $207K.
Tyler-Stone Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2021 and held it in 12 quarters.
Tyler-Stone Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $207K in Q1 2025.
199 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.