Cardiff Park Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Cardiff Park 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	-1,245	Closed	-$26.7K	–	387
2026 Q1	$26.7K	Buy	+1,245	New	+$26.7K	﹤0.01%	342
2025 Q4	–	Sell	-1,245	Closed	-$26.2K	–	380
2025 Q3	$26.2K	Buy	+1,245	New	+$26.3K	﹤0.01%	349
2024 Q2	–	Sell	-1,245	Closed	-$25.7K	–	350
2024 Q1	$25.7K	Buy	+1,245	New	+$25.1K	﹤0.01%	324

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

Cardiff Park Advisors's PEY Position: Q2 2026 in Review

Cardiff Park Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026, closing a stake of 1,245 shares — an estimated $26.7K sold.

Cardiff Park Advisors first reported a position in PEY in Q1 2024 and held it in 3 quarters. The position peaked at $26.7K in Q1 2026. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Cardiff Park Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Cardiff Park Advisors sold 1,245 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $26.7K.
Cardiff Park Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2024 and held it in 3 quarters.
Cardiff Park Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $26.7K in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

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