CIBC Private Wealth Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$639K	Buy	31,358 +1,178	+4%	+$24.3K	﹤0.01%	807
2025 Q3	$636K	Sell	30,180 -137	-0.5%	-$2.89K	﹤0.01%	794
2025 Q2	$619K	Buy	30,317 +3,537	+13%	+$71.2K	﹤0.01%	781
2025 Q1	$500K	Hold	26,780	–	–	﹤0.01%	810
2024 Q4	$562K	Hold	26,780	–	–	﹤0.01%	838
2024 Q3	$587K	Hold	26,780	–	–	﹤0.01%	826
2024 Q2	$521K	Hold	26,780	–	–	﹤0.01%	812
2024 Q1	$547K	Sell	26,780 -1,835	-6%	-$37K	﹤0.01%	813
2023 Q4	$605K	Buy	28,615 +1,835	+7%	+$35.7K	﹤0.01%	754
2023 Q3	$514K	Hold	26,780	–	–	﹤0.01%	742
2023 Q2	$515K	Hold	26,780	–	–	﹤0.01%	687
2023 Q1	$443K	Buy	26,780 +1,000	+4%	+$20.6K	﹤0.01%	725
2022 Q4	$533K	Hold	25,780	–	–	﹤0.01%	602
2022 Q3	$479K	Hold	25,780	–	–	﹤0.01%	712
2022 Q2	$530K	Hold	25,780	–	–	﹤0.01%	696
2022 Q1	$563K	Hold	25,780	–	–	﹤0.01%	724
2021 Q4	$543K	Hold	25,780	–	–	﹤0.01%	760
2021 Q3	$511K	Hold	25,780	–	–	﹤0.01%	727
2021 Q2	$533K	Buy	+25,780	New	+$540K	﹤0.01%	789
2020 Q1	–	Sell	-20,104	Closed	-$382K	–	909
2019 Q4	$382K	Hold	20,104	–	–	﹤0.01%	750
2019 Q3	$368K	Hold	20,104	–	–	﹤0.01%	743
2019 Q2	$365K	Hold	20,104	–	–	﹤0.01%	778
2019 Q1	$359K	Sell	20,104 -1,500	-7%	-$25.9K	﹤0.01%	787
2018 Q4	$342K	Buy	21,604 +8,798	+69%	+$151K	﹤0.01%	757
2018 Q3	$230K	Hold	12,806	–	–	﹤0.01%	904
2018 Q2	$225K	Sell	12,806 -10,729	-46%	-$185K	﹤0.01%	899
2018 Q1	$401K	Hold	23,535	–	–	﹤0.01%	819
2017 Q4	$419K	Hold	23,535	–	–	﹤0.01%	816
2017 Q3	$404K	Hold	23,535	–	–	﹤0.01%	803
2017 Q2	$396K	Hold	23,535	–	–	﹤0.01%	556
2017 Q1	$402K	Sell	23,535 -26,935	-53%	-$459K	﹤0.01%	533
2016 Q4	$854K	Buy	+50,470	New	+$815K	0.01%	469

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's PEY Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 3.9% in Q4 2025, buying an estimated $24.3K and bringing the position to 31,358 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

CIBC Private Wealth Group first reported a position in PEY in Q4 2016 and has held it in 32 quarters since. The position peaked at $854K in Q4 2016. 184 funds tracked by Wall St. Rank hold PEY as of Q4 2025.

CIBC Private Wealth Group held 31,358 shares of Invesco High Yield Equity Dividend Achievers ETF worth $639K as of Q4 2025.
CIBC Private Wealth Group bought 1,178 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2025, an estimated $24.3K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #807 holding.
CIBC Private Wealth Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2016 and has held it in 32 quarters since.
CIBC Private Wealth Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $854K in Q4 2016.
184 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.