CFM
PEY icon

Cornerstone Financial Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Cornerstone Financial Management’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 		$23.2K Hold
1,000
– – 0.02% 237
2026
Q1 		$21.4K Hold
1,000
– – 0.02% 195
2025
Q4 		$20.4K Buy
+1,000
New +$20.6K 0.02% 185

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

Cornerstone Financial Management's PEY Position: Q2 2026 in Review

Cornerstone Financial Management held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 1,000 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #237.

Cornerstone Financial Management first reported a position in PEY in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

  • Cornerstone Financial Management held 1,000 shares of Invesco High Yield Equity Dividend Achievers ETF worth $23.2K as of Q2 2026.
  • Cornerstone Financial Management left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.02% of Cornerstone Financial Management's portfolio in Q2 2026, its #237 holding.
  • Cornerstone Financial Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.