Westside Investment Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Westside Investment 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	$23.2K	Hold	1,000	–	–	﹤0.01%	875
2026 Q1	$21.4K	Hold	1,000	–	–	﹤0.01%	878
2025 Q4	$20.4K	Hold	1,000	–	–	﹤0.01%	863
2025 Q3	$21.1K	Hold	1,000	–	–	﹤0.01%	866
2025 Q2	$20.4K	Hold	1,000	–	–	﹤0.01%	675
2025 Q1	$21.5K	Hold	1,000	–	–	﹤0.01%	550
2024 Q4	$21.3K	Hold	1,000	–	–	﹤0.01%	553
2024 Q3	$21.9K	Hold	1,000	–	–	﹤0.01%	559
2024 Q2	$19.6K	Hold	1,000	–	–	﹤0.01%	550
2024 Q1	$20.6K	Hold	1,000	–	–	0.01%	512
2023 Q4	$21.1K	Hold	1,000	–	–	0.01%	487
2023 Q3	$19.2K	Sell	1,000 -255	-20%	-$5.08K	0.01%	488
2023 Q2	$24.1K	Sell	1,255 -255	-17%	-$4.92K	0.01%	470
2023 Q1	$30.1K	Hold	1,510	–	–	0.01%	437
2022 Q4	$31	Hold	1,510	–	–	﹤0.01%	470
2022 Q3	$28	Hold	1,510	–	–	﹤0.01%	470
2022 Q2	$31	Hold	1,510	–	–	﹤0.01%	459
2022 Q1	$32	Hold	1,510	–	–	﹤0.01%	468
2021 Q4	$31	Hold	1,510	–	–	﹤0.01%	445
2021 Q3	$29	Hold	1,510	–	–	﹤0.01%	442
2021 Q2	$31	Hold	1,510	–	–	﹤0.01%	424
2021 Q1	$30	Hold	1,510	–	–	﹤0.01%	415
2020 Q4	$26	Hold	1,510	–	–	﹤0.01%	399
2020 Q3	$21	Hold	1,510	–	–	﹤0.01%	422
2020 Q2	$21	Hold	1,510	–	–	﹤0.01%	400
2020 Q1	$19	Buy	+1,510	New	+$25.8K	﹤0.01%	399
2019 Q2	$9K	Buy	+510	New	+$9.14K	﹤0.01%	483
2018 Q4	$8.08K	Hold	510	–	–	﹤0.01%	506
2018 Q3	$9.13K	Hold	510	–	–	﹤0.01%	512
2018 Q2	$8.96K	Hold	510	–	–	﹤0.01%	587
2018 Q1	$8.53K	Hold	510	–	–	﹤0.01%	577
2017 Q4	$9.2K	Hold	510	–	–	0.01%	582
2017 Q3	$8.76K	Hold	510	–	–	0.01%	579
2017 Q2	$8.47K	Hold	510	–	–	0.01%	577
2017 Q1	$8.66K	Buy	+510	New	+$8.69K	﹤0.01%	542

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

Westside Investment Management's PEY Position: Q2 2026 in Review

Westside Investment Management held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 1,000 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Westside Investment Management first reported a position in PEY in Q1 2017 and has held it in 35 quarters since. The position peaked at $30.1K in Q1 2023. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Westside Investment Management held 1,000 shares of Invesco High Yield Equity Dividend Achievers ETF worth $23.2K as of Q2 2026.
Westside Investment Management left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #875 holding.
Westside Investment Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2017 and has held it in 35 quarters since.
Westside Investment Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $30.1K in Q1 2023.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.