Waverly Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History
Bought
Maintained
Sold
Other funds holding PEY
IRC
Waverly Advisors's PEY Position: Q1 2026 in Review
Waverly Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.09% in Q1 2026, buying an estimated $1.26K and bringing the position to 68,053 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #719.
Waverly Advisors first reported a position in PEY in Q2 2015 and has held it in 15 quarters since. The position peaked at $8.31M in Q3 2024. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.
- Waverly Advisors held 68,053 shares of Invesco High Yield Equity Dividend Achievers ETF worth $1.46M as of Q1 2026.
- Waverly Advisors bought 59 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $1.26K.
- Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #719 holding.
- Waverly Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2015 and has held it in 15 quarters since.
- Waverly Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $8.31M in Q3 2024.
- 176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.