Wealth Enhancement Advisory Services’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Wealth Enhancement Advisory Services’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	$772K	Buy	32,555 +136	+0.4%	+$3.03K	﹤0.01%	2289
2026 Q1	$699K	Sell	32,419 -8,022	-20%	-$172K	﹤0.01%	2062
2025 Q4	$850K	Buy	40,441 +5,466	+16%	+$113K	﹤0.01%	2066
2025 Q3	$741K	Sell	34,975 -913	-3%	-$19.3K	﹤0.01%	2062
2025 Q2	$764K	Sell	35,888 -1,716	-5%	-$34.5K	﹤0.01%	1912
2025 Q1	$807K	Sell	37,604 -2,544	-6%	-$55K	﹤0.01%	1723
2024 Q4	$854K	Buy	40,148 +13,571	+51%	+$298K	﹤0.01%	1630
2024 Q3	$583K	Sell	26,577 -967	-4%	-$20.4K	﹤0.01%	1726
2024 Q2	$541K	Sell	27,544 -1,695	-6%	-$33.9K	﹤0.01%	1600
2024 Q1	$604K	Sell	29,239 -1,938	-6%	-$39.1K	﹤0.01%	1472
2023 Q4	$659K	Buy	31,177 +83	+0.3%	+$1.61K	﹤0.01%	1349
2023 Q3	$597K	Buy	+31,094	New	+$620K	﹤0.01%	1336

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

Wealth Enhancement Advisory Services's PEY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.42% in Q2 2026, buying an estimated $3.03K and bringing the position to 32,555 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Wealth Enhancement Advisory Services first reported a position in PEY in Q3 2023 and has held it in 12 quarters since. The position peaked at $854K in Q4 2024. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Wealth Enhancement Advisory Services held 32,555 shares of Invesco High Yield Equity Dividend Achievers ETF worth $772K as of Q2 2026.
Wealth Enhancement Advisory Services bought 136 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $3.03K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2289 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco High Yield Equity Dividend Achievers ETF position peaked at $854K in Q4 2024.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.