How many shares of PEY does OneDigital Investment Advisors LLC own?

As of 2026-Q2, OneDigital Investment Advisors LLC holds 103,958 shares of PEY (INVESCO EXCHANGE TRADED FD T).

What is OneDigital Investment Advisors LLC's PEY position worth?

As of 2026-Q2, OneDigital Investment Advisors LLC's PEY position is worth $2.4M.

Is OneDigital Investment Advisors LLC buying or selling PEY?

In 2026-Q2, OneDigital Investment Advisors LLC increased their PEY position (+2.6% change in shares).

When did OneDigital Investment Advisors LLC first buy PEY?

Based on available 13F filings, OneDigital Investment Advisors LLC first reported a position in PEY in 2019-Q1. They have held the position across 30 quarters.

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OneDigital Investment Advisors LLC

PEY
30 quarters

Position history for OneDigital Investment Advisors LLC's holdings in INVESCO EXCHANGE TRADED FD T

Current Value

$2.4M

Current Shares

103,958

Total Value Change

-$319,247

Total Shares Change

-48,733

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	103,958	+2.6%	$2.4M	0.0%	$23.09	27
2026-Q1	Decreased	101,329	-0.8%	$2.2M	0.0%	$21.08	0
2025-Q4	Decreased	102,179	-2.3%	$2.1M	0.0%	$19.85	0
2025-Q3	Decreased	104,539	-1.1%	$2.2M	0.0%	$20.25	0
2025-Q2	Decreased	105,749	-2.3%	$2.2M	0.0%	$19.38	0
2025-Q1	Decreased	108,261	-1.0%	$2.3M	0.0%	$20.13	0
2024-Q4	Increased	109,321	+2.3%	$2.3M	0.0%	$19.73	27
2024-Q3	Decreased	106,913	-14.6%	$2.3M	0.0%	$20.12	0
2024-Q2	Increased	125,121	+7.0%	$2.5M	0.0%	$17.82	28
2024-Q1	Decreased	116,891	-0.5%	$2.4M	0.0%	$18.54	0
2023-Q4	Decreased	117,418	-6.1%	$2.5M	0.0%	$18.75	0
2023-Q3	Decreased	125,048	-1.2%	$2.4M	0.1%	$16.74	0
2023-Q2	Decreased	126,569	-4.1%	$2.4M	0.1%	$16.58	0
2023-Q1	Decreased	132,018	-3.0%	$2.6M	0.1%	$17.00	0
2022-Q4	Increased	136,139	+7.5%	$2.8M	0.1%	$17.47	28
2022-Q3	Decreased	126,665	-4.4%	$2.4M	0.1%	$15.51	0
2022-Q2	Decreased	132,448	-0.9%	$2.7M	0.1%	$16.98	0
2022-Q1	Increased	133,696	+2.9%	$2.9M	0.1%	$17.86	32
2021-Q4	Decreased	129,877	-0.6%	$2.7M	0.1%	$17.06	0
2021-Q3	Decreased	130,602	-3.1%	$2.6M	0.1%	$15.88	0
2021-Q2	Increased	134,741	+4.0%	$2.8M	0.1%	$16.40	33
2021-Q1	Increased	129,552	+4.8%	$2.6M	0.1%	$15.92	33
2020-Q4	Increased	123,643	+14.1%	$2.1M	0.1%	$13.52	35
2020-Q3	Decreased	108,403	-10.4%	$1.6M	0.1%	$11.05	0
2020-Q2	Decreased	121,027	-16.8%	$1.7M	0.1%	$10.97	0
2020-Q1	Increased	145,516	+0.4%	$1.9M	0.2%	$9.71	31
2019-Q4	Increased	144,909	+0.3%	$2.8M	0.2%	$14.06	31
2019-Q3	Decreased	144,532	-2.5%	$2.6M	0.2%	$13.41	0
2019-Q2	Decreased	148,289	-2.9%	$2.7M	0.2%	$13.15	0
2019-Q1	New	152,691	-	$2.7M	0.4%	$12.84	43

Other major holders of PEY: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

PEY30 quarters

PEY
30 quarters