Wedmont Private Capital’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Wedmont Private Capital’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	$343K	Sell	14,488 -4,397	-23%	-$98K	0.01%	691
2026 Q1	$406K	Buy	18,885 +3,582	+23%	+$76.8K	0.01%	568
2025 Q4	$318K	Sell	15,303 -83	-0.5%	-$1.71K	0.01%	627
2025 Q3	$326K	Buy	15,386 +83	+0.5%	+$1.75K	0.01%	602
2025 Q2	$327K	Hold	15,303	–	–	0.01%	544
2025 Q1	$296K	Hold	15,303	–	–	0.02%	529
2024 Q4	$319K	Hold	15,303	–	–	0.02%	522
2024 Q3	$329K	Hold	15,303	–	–	0.02%	492
2024 Q2	$312K	Sell	15,303 -38	-0.2%	-$759	0.02%	485
2024 Q1	$314K	Hold	15,341	–	–	0.02%	446
2023 Q4	$326K	Hold	15,341	–	–	0.03%	405
2023 Q3	$288K	Hold	15,341	–	–	0.03%	389
2023 Q2	$299K	Hold	15,341	–	–	0.03%	378
2023 Q1	$307K	Hold	15,341	–	–	0.04%	338
2022 Q4	$327K	Hold	15,341	–	–	0.05%	316
2022 Q3	$285K	Hold	15,341	–	–	0.06%	260
2022 Q2	$315K	Hold	15,341	–	–	0.07%	226
2022 Q1	$336K	Hold	15,341	–	–	0.07%	212
2021 Q4	$336K	Buy	+15,341	New	+$315K	0.1%	155

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

Wedmont Private Capital's PEY Position: Q2 2026 in Review

Wedmont Private Capital reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 23% in Q2 2026, selling an estimated $98K and leaving 14,488 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #691.

Wedmont Private Capital first reported a position in PEY in Q4 2021 and has held it in 19 quarters since. The position peaked at $406K in Q1 2026. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Wedmont Private Capital held 14,488 shares of Invesco High Yield Equity Dividend Achievers ETF worth $343K as of Q2 2026.
Wedmont Private Capital sold 4,397 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $98K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #691 holding.
Wedmont Private Capital first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
Wedmont Private Capital's Invesco High Yield Equity Dividend Achievers ETF position peaked at $406K in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.