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World Investment Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

World Investment Advisors’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 		– Sell
-11,296
Closed -$242K – 1578
2026
Q1 		$242K Sell
11,296
-484
-4% -$10.4K ﹤0.01% 1384
2025
Q4 		$240K Buy
+11,780
New +$243K ﹤0.01% 1297

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

World Investment Advisors's PEY Position: Q2 2026 in Review

World Investment Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026, closing a stake of 11,296 shares — an estimated $242K sold.

World Investment Advisors first reported a position in PEY in Q4 2025 and held it in 2 quarters. The position peaked at $242K in Q1 2026. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • World Investment Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • World Investment Advisors sold 11,296 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $242K.
  • World Investment Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2025 and held it in 2 quarters.
  • World Investment Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $242K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.