CCA
PEY icon

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
Q2 		– Sell
-10,572
Closed -$226K – 191
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clearwater Capital Advisors's PEY Position: Q2 2026 in Review

Clearwater Capital Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026, closing a stake of 10,572 shares — an estimated $226K sold.

Clearwater Capital Advisors first reported a position in PEY in Q2 2016 and held it in 40 quarters. The position peaked at $6.89M in Q2 2016. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Clearwater Capital Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Clearwater Capital Advisors sold 10,572 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $226K.
  • Clearwater Capital Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2016 and held it in 40 quarters.
  • Clearwater Capital Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $6.89M in Q2 2016.
  • 187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.