Western Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Western 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
2026 Q2	$204K	Buy	+8,818	New	+$196K	0.01%	962

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

Western Wealth Management's PEY Position: Q2 2026 in Review

Western Wealth Management opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026: 8,818 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings.

187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Western Wealth Management held 8,818 shares of Invesco High Yield Equity Dividend Achievers ETF worth $204K as of Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF was a new Western Wealth Management position in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #962 holding.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.