Clearwater Capital Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Clearwater Capital 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 Q1	$226K	Sell	10,572 -139	-1%	-$2.98K	0.02%	160
2025 Q4	$218K	Sell	10,711 -226	-2%	-$4.66K	0.02%	156
2025 Q3	$230K	Sell	10,937 -660	-6%	-$13.9K	0.02%	158
2025 Q2	$237K	Sell	11,597 -369	-3%	-$7.42K	0.02%	149
2025 Q1	$257K	Hold	11,966	–	–	0.02%	151
2024 Q4	$254K	Hold	11,966	–	–	0.02%	155
2024 Q3	$262K	Hold	11,966	–	–	0.03%	150
2024 Q2	$235K	Hold	11,966	–	–	0.02%	145
2024 Q1	$247K	Sell	11,966 -400	-3%	-$8.06K	0.03%	142
2023 Q4	$261K	Sell	12,366 -85	-0.7%	-$1.65K	0.03%	131
2023 Q3	$239K	Hold	12,451	–	–	0.03%	123
2023 Q2	$239K	Hold	12,451	–	–	0.03%	133
2023 Q1	$248K	Sell	12,451 -1,068	-8%	-$22K	0.03%	127
2022 Q4	$280K	Sell	13,519 -724	-5%	-$14.8K	0.04%	129
2022 Q3	$265K	Sell	14,243 -250	-2%	-$5.16K	0.04%	129
2022 Q2	$298K	Hold	14,493	–	–	0.04%	115
2022 Q1	$316K	Hold	14,493	–	–	0.04%	127
2021 Q4	$305K	Sell	14,493 -530	-4%	-$10.9K	0.03%	135
2021 Q3	$298K	Sell	15,023 -100	-0.7%	-$2.02K	0.03%	138
2021 Q2	$312K	Hold	15,123	–	–	0.04%	133
2021 Q1	$306K	Sell	15,123 -1,193	-7%	-$22.5K	0.04%	128
2020 Q4	$284K	Hold	16,316	–	–	0.04%	127
2020 Q3	$234K	Sell	16,316 -188	-1%	-$2.76K	0.04%	125
2020 Q2	$238K	Sell	16,504 -2,355	-12%	-$33.2K	0.04%	125
2020 Q1	$244K	Sell	18,859 -101	-0.5%	-$1.73K	0.05%	137
2019 Q4	$360K	Sell	18,960 -8,004	-30%	-$147K	0.06%	147
2019 Q3	$494K	Sell	26,964 -9,805	-27%	-$177K	0.09%	135
2019 Q2	$667K	Sell	36,769 -5,977	-14%	-$107K	0.12%	124
2019 Q1	$764K	Sell	42,746 -19,809	-32%	-$342K	0.14%	124
2018 Q4	$991K	Sell	62,555 -17,477	-22%	-$300K	0.22%	108
2018 Q3	$1.44M	Sell	80,032 -19,478	-20%	-$350K	0.28%	90
2018 Q2	$1.75M	Buy	99,510 +2,375	+2%	+$41K	0.36%	74
2018 Q1	$1.65M	Buy	97,135 +1,570	+2%	+$27.6K	0.34%	75
2017 Q4	$1.7M	Buy	95,565 +2,449	+3%	+$42.8K	0.37%	71
2017 Q3	$1.6M	Buy	93,116 +3,414	+4%	+$57.7K	0.37%	72
2017 Q2	$1.49M	Buy	89,702 +16,740	+23%	+$283K	0.38%	73
2017 Q1	$1.24M	Buy	72,962 +1,575	+2%	+$26.8K	0.34%	77
2016 Q4	$1.21M	Sell	71,387 -2,089	-3%	-$33.7K	0.42%	68
2016 Q3	$1.15M	Sell	73,476 -370,471	-83%	-$5.84M	0.4%	63
2016 Q2	$6.89M	Buy	+443,947	New	+$6.57M	2.54%	8

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

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

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

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

Clearwater Capital Advisors's PEY Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 1.3% in Q1 2026, selling an estimated $2.98K and leaving 10,572 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #160.

Clearwater Capital Advisors first reported a position in PEY in Q2 2016 and has held it in 40 quarters since. The position peaked at $6.89M in Q2 2016. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Clearwater Capital Advisors held 10,572 shares of Invesco High Yield Equity Dividend Achievers ETF worth $226K as of Q1 2026.
Clearwater Capital Advisors sold 139 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $2.98K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #160 holding.
Clearwater Capital Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2016 and has held it in 40 quarters since.
Clearwater Capital Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $6.89M in Q2 2016.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.