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Invesco High Yield Equity DI (PEY)

CUSIP: 46137V563 | NYSE | 554 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC1,361,441
0.0% of portfolio›$31.1M
Investors Research Corp404,850
1.6% of portfolio›$9.2M
Good Steward Wealth Advisors,LLC212,366
2.9% of portfolio›$4.8M
Salomon & Ludwin, LLC202,668
0.4% of portfolio›$4.6M
AlphaCore Capital LLC171,636
0.1% of portfolio›$3.9M
Capital Advisors, Ltd. LLC167,560
1.7% of portfolio›$3.8M
Founders Grove Wealth Partners, LLC156,001
0.7% of portfolio›$3.6M
GHP Investment Advisors, Inc.138,423
0.1% of portfolio›$3.2M
Cresta Advisors, Ltd.135,354
1.3% of portfolio›$3.1M
Commonwealth Equity Services, LLC133,451
0.0% of portfolio›$3.0M
IFP Advisors, Inc120,214
0.0% of portfolio›$2.7M
Cambridge Investment Research Advisors, Inc.92,392
0.0% of portfolio›$2.1M
Brick & Kyle, Associates81,523
0.6% of portfolio›$1.9M
Fifth Third Bancorp64,958
0.0% of portfolio›$1.5M
Barrett & Company, Inc.39,096
0.2% of portfolio›$891.9K
Creative Planning35,313
0.0% of portfolio›$805.6K
Signature Estate & Investment Advisors LLC34,059
0.0% of portfolio›$777.0K
Kingswood Wealth Advisors, LLC33,986
0.0% of portfolio›$775.4K
Wealth Enhancement Advisory Services, LLC32,930
0.0% of portfolio›$760.4K
BKM Wealth Management, LLC32,395
0.2% of portfolio›$739.1K
NWF Advisory Services Inc.32,036
0.1% of portfolio›$730.9K
Stolper Co31,342
0.0% of portfolio›$715
City State Bank30,227
0.2% of portfolio›$689.6K
AdvisorNet Financial, Inc28,998
0.0% of portfolio›$672.7K
Globalt Investments LLC / GA27,260
0.0% of portfolio›$621.9K
First Premier Bank24,680
0.0% of portfolio›$563
PFG Advisors23,885
0.0% of portfolio›$544.9K
International Assets Investment Management, LLC23,489
0.0% of portfolio›$536.6K
Prospera Financial Services Inc22,486
0.0% of portfolio›$548.9K
Concurrent Investment Advisors, LLC20,711
0.0% of portfolio›$472.5K
Tred Avon Family Wealth, LLC17,849
0.1% of portfolio›$407.2K
Dynamic Advisor Solutions LLC16,643
0.0% of portfolio›$379.7K
Meridian Wealth Management, LLC15,847
0.0% of portfolio›$361.5K
Kestra Private Wealth Services, LLC15,317
0.0% of portfolio›$349.5K
Wedmont Private Capital14,752
0.0% of portfolio›$340.6K
SAX Wealth Advisors, LLC14,500
0.0% of portfolio›$330.8K
Revisor Wealth Management LLC14,460
0.1% of portfolio›$341.4K
Mindset Wealth Management, LLC14,043
0.1% of portfolio›$320.4K
Kestra Advisory Services, LLC14,019
0.0% of portfolio›$319.8K
Creative Financial Designs Inc13,713
0.0% of portfolio›$312.8K
Chicago Partners Investment Group LLC12,979
0.0% of portfolio›$314.1K
Private Client Services, LLC12,741
0.1% of portfolio›$290.7K
Precedent Wealth Partners, LLC12,728
0.0% of portfolio›$290.4K
Sowell Financial Services LLC12,620
0.0% of portfolio›$287.9K
Capital Investment Advisory Services, LLC12,337
0.0% of portfolio›$281.5K
Lifetime Wealth Management P.C.12,266
0.2% of portfolio›$279.8K
Truist Financial Corp11,888
0.0% of portfolio›$271.2K
PNC Financial Services Group, Inc.11,876
0.0% of portfolio›$270.9K
David J Yvars Group11,800
0.1% of portfolio›$271.2K
Financial Insights, Inc.11,600
0.1% of portfolio›$264.6K
Mather Group, Llc.11,496
0.0% of portfolio›$262.3K
Signal Advisors Wealth, LLC11,475
0.0% of portfolio›$261.8K
Opus Capital Group, LLC9,920
0.1% of portfolio›$226.0K
Herold Advisors, Inc.9,918
0.0% of portfolio›$226.3K
Kozak & Associates, Inc.5,913
0.0% of portfolio›$141.8K
Cassaday & Co Wealth Management LLC5,361
0.0% of portfolio›$122.3K
Private Trust Co NA5,209
0.0% of portfolio›$118.8K
Clearstead Advisors, LLC4,772
0.0% of portfolio›$108.9K
Lanark Financial, Inc.4,649
0.0% of portfolio›$106.1K
Caldwell Trust Co4,130
0.0% of portfolio›$94.2K
MeadowBrook Investment Advisors LLC4,000
0.1% of portfolio›$97.3K
Latitude Advisors, LLC3,241
0.0% of portfolio›$73.9K
Spire Wealth Management2,840
0.0% of portfolio›$64.8K
Wagner Wealth Management, LLC2,009
0.0% of portfolio›$45.8K
Hurley Capital, LLC2,000
0.0% of portfolio›$45.6K
TD Waterhouse Canada Inc.1,500
0.0% of portfolio›$34.3K
Richards, Merrill & Peterson, Inc.1,463
0.0% of portfolio›$33.4K
Farther Finance Advisors, LLC1,190
0.0% of portfolio›$27.2K
Westside Investment Management, Inc.1,000
0.0% of portfolio›$22.8K
Larson Financial Group LLC1,000
0.0% of portfolio›$22.8K
Advanced Asset Management Advisors Inc940
0.0% of portfolio›$21.4K
Hoey Investments, Inc868
0.0% of portfolio›$19.8K
Allworth Financial LP813
0.0% of portfolio›$18.8K
Asset Dedication, LLC706
0.0% of portfolio›$16.1K
North Point Portfolio Managers Corp517
0.0% of portfolio›$11.8K
Fortitude Family Office, LLC397
0.0% of portfolio›$9.1K
Buck Wealth Strategies, LLC298
0.0% of portfolio›$6.8K
Assetmark, Inc289
0.0% of portfolio›$6.6K
Princeton Global Asset Management LLC231
0.0% of portfolio›$5.3K
Simplex Trading, LLC202
0.0% of portfolio›$4.6K
Key FInancial Inc103
0.0% of portfolio›$2.4K
CoreCap Advisors, LLC65
0.0% of portfolio›$1.5K
Blue Trust, Inc.1
0.0% of portfolio›$26
StyleTurnoverLocationFiled
LPL Financial LLC
1,361,441$31.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Investors Research Corp
404,850$9.2M1.6%ETFLowAtlanta, GA2026-10-07
Good Steward Wealth Advisors,LLC
212,366$4.8M2.9%ETFMediumClarksville, TN2026-11-06
Salomon & Ludwin, LLC
202,668$4.6M0.4%ETFVery LowRichmond, VA2026-10-29
AlphaCore Capital LLC
171,636$3.9M0.1%ETFLowLa Jolla, CA2026-11-04
Capital Advisors, Ltd. LLC
167,560$3.8M1.7%ETFLowShaker Heights, OH2026-10-27
Founders Grove Wealth Partners, LLC
156,001$3.6M0.7%ETFLowRichmond, VA2026-10-16
GHP Investment Advisors, Inc.
138,423$3.2M0.1%CoreVery LowDenver, CO2026-10-15
Cresta Advisors, Ltd.
135,354$3.1M1.3%ETFVery LowLaredo, TX2026-10-14
Commonwealth Equity Services, LLC
133,451$3.0M0.0%ETFLowWaltham, MA2026-11-02
IFP Advisors, Inc
120,214$2.7M0.0%GrowthLowTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
92,392$2.1M0.0%ETFLowFairfield, IA2026-11-02
Brick & Kyle, Associates
81,523$1.9M0.6%GrowthLowNewtown, PA2026-11-05
Fifth Third Bancorp
64,958$1.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Barrett & Company, Inc.
39,096$891.9K0.2%ETFLowProvidence, RI2026-10-22
Creative Planning
35,313$805.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Signature Estate & Investment Advisors LLC
34,059$777.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Kingswood Wealth Advisors, LLC
33,986$775.4K0.0%GrowthLowSan Diego, CA2026-10-23
Wealth Enhancement Advisory Services, LLC
32,930$760.4K0.0%CoreLowPlymouth, MN2026-10-13
BKM Wealth Management, LLC
32,395$739.1K0.2%GrowthLowBrookfield, WI2026-10-22
NWF Advisory Services Inc.
32,036$730.9K0.1%GARPLowLos Angeles, CA2026-10-19
Stolper Co
31,342$7150.0%ValueMediumTulsa, OK2026-10-13
City State Bank
30,227$689.6K0.2%GrowthVery LowNorwalk, IA2026-10-20
AdvisorNet Financial, Inc
28,998$672.7K0.0%ETFLowMinnetonka, MN2026-10-15
Globalt Investments LLC / GA
27,260$621.9K0.0%ETFLowAtlanta, GA2026-10-27
First Premier Bank
24,680$5630.0%CoreVery LowSioux Falls, SD2026-10-13
PFG Advisors
23,885$544.9K0.0%ETFMediumPhoenix, AZ2026-10-16
International Assets Investment Management, LLC
23,489$536.6K0.0%CoreVery HighOrlando, FL2026-11-02
Prospera Financial Services Inc
22,486$548.9K0.0%CoreMediumDallas, TX2026-11-04
Concurrent Investment Advisors, LLC
20,711$472.5K0.0%GrowthMediumTampa, FL2026-10-16
Tred Avon Family Wealth, LLC
17,849$407.2K0.1%CoreLowEaston, MD2026-10-20
Dynamic Advisor Solutions LLC
16,643$379.7K0.0%ETFLowPhoenix, AZ2026-10-13
Meridian Wealth Management, LLC
15,847$361.5K0.0%GrowthLowLexington, KY2026-11-05
Kestra Private Wealth Services, LLC
15,317$349.5K0.0%GrowthLowAustin, TX2026-11-06
Wedmont Private Capital
14,752$340.6K0.0%IndexVery LowWest Chester, PA2026-10-09
SAX Wealth Advisors, LLC
14,500$330.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Revisor Wealth Management LLC
14,460$341.4K0.1%CoreLowAkron, OH2026-10-20
Mindset Wealth Management, LLC
14,043$320.4K0.1%Agg GrowthVery LowIndianapolis, IN2026-10-19
Kestra Advisory Services, LLC
14,019$319.8K0.0%CoreLowAustin, TX2026-11-02
Creative Financial Designs Inc
13,713$312.8K0.0%ETFMediumKokomo, IN2026-11-04
Chicago Partners Investment Group LLC
12,979$314.1K0.0%GARPLowChicago, IL2026-10-27
Private Client Services, LLC
12,741$290.7K0.1%ETFMediumLouisville, KY2026-10-02
Precedent Wealth Partners, LLC
12,728$290.4K0.0%ETFMediumHouston, TX2026-10-21
Sowell Financial Services LLC
12,620$287.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Capital Investment Advisory Services, LLC
12,337$281.5K0.0%CoreMediumRaleigh, NC2026-10-30
Lifetime Wealth Management P.C.
12,266$279.8K0.2%YieldLowRockwall, TX2026-10-29
Truist Financial Corp
11,888$271.2K0.0%CoreLowCharlotte, NC2026-10-30
PNC Financial Services Group, Inc.
11,876$270.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
David J Yvars Group
11,800$271.2K0.1%GrowthLowUniversity Park, FL2026-10-09
Financial Insights, Inc.
11,600$264.6K0.1%ETFLowTacoma, WA2026-10-27
Mather Group, Llc.
11,496$262.3K0.0%ETFMediumChicago, IL2026-10-14
Signal Advisors Wealth, LLC
11,475$261.8K0.0%ETFLowDetroit, MI2026-10-13
Opus Capital Group, LLC
9,920$226.0K0.1%ETFVery LowCincinnati, OH2026-10-30
Herold Advisors, Inc.
9,918$226.3K0.0%CoreLowNew York, NY2026-10-19
Kozak & Associates, Inc.
5,913$141.8K0.0%ETFLowHighlands Ranch, CO2026-10-29
Cassaday & Co Wealth Management LLC
5,361$122.3K0.0%ETFVery LowMclean, VA2026-10-27
Private Trust Co NA
5,209$118.8K0.0%CoreLowCleveland, OH2026-10-20
Clearstead Advisors, LLC
4,772$108.9K0.0%ETFLowCleveland, OH2026-11-06
Lanark Financial, Inc.
4,649$106.1K0.0%CoreMediumBirmingham, AL2026-10-26
Caldwell Trust Co
4,130$94.2K0.0%GrowthLowVenice, FL2026-10-30
MeadowBrook Investment Advisors LLC
4,000$97.3K0.1%CoreLowLivonia, MI2026-10-29
Latitude Advisors, LLC
3,241$73.9K0.0%ETFLowYorkville, IL2026-10-27
Spire Wealth Management
2,840$64.8K0.0%GrowthMediumMclean, VA2026-10-30
Wagner Wealth Management, LLC
2,009$45.8K0.0%ETFLowGreenville, SC2026-10-21
Hurley Capital, LLC
2,000$45.6K0.0%GARPMediumNew York, NY2026-11-05
TD Waterhouse Canada Inc.
1,500$34.3K0.0%CoreLowToronto, Australia2026-10-16
Richards, Merrill & Peterson, Inc.
1,463$33.4K0.0%GrowthLowSpokane, WA2026-10-19
Farther Finance Advisors, LLC
1,190$27.2K0.0%IndexLowSan Francisco, CA2026-10-08
Westside Investment Management, Inc.
1,000$22.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Larson Financial Group LLC
1,000$22.8K0.0%GrowthLowSt Louis, MO2026-11-05
Advanced Asset Management Advisors Inc
940$21.4K0.0%CoreVery LowDublin, OH2026-10-20
Hoey Investments, Inc
868$19.8K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Allworth Financial LP
813$18.8K0.0%IndexLowFolsom, CA2026-11-06
Asset Dedication, LLC
706$16.1K0.0%ETFLowSan Francisco, CA2026-11-03
North Point Portfolio Managers Corp
517$11.8K0.0%GrowthLowOrange Village, OH2026-10-07
Fortitude Family Office, LLC
397$9.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Buck Wealth Strategies, LLC
298$6.8K0.0%ValueMediumDenver, CO2026-10-28
Assetmark, Inc
289$6.6K0.0%ETFLowConcord, CA2026-10-21
Princeton Global Asset Management LLC
231$5.3K0.0%GrowthLowPrinceton, NJ2026-10-21
Simplex Trading, LLC
202$4.6K0.0%CoreVery HighChicago, IL2026-11-04
Key FInancial Inc
103$2.4K0.0%ETFLowWest Chester, PA2026-11-02
CoreCap Advisors, LLC
65$1.5K0.0%ETFMediumSouthfield, MI2026-10-08
Blue Trust, Inc.
1$260.0%ETFLowBrentwood, TN2026-10-15