Cornerstone Planning Group
PEY icon

Cornerstone Planning Group’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Cornerstone Planning 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
2026
Q3 		– Sell
-3,745
Closed -$91.3K – 1251
2026
Q2 		$91.3K Buy
3,745
+27
+0.7% +$602 0.01% 262
2026
Q1 		$82.3K Sell
3,718
-3,244
-47% -$69.5K 0.01% 278
2025
Q4 		$147K Sell
6,962
-2,662
-28% -$54.9K 0.02% 170
2025
Q3 		$198K Buy
9,624
+110
+1% +$2.32K 0.03% 137
2025
Q2 		$197K Sell
9,514
-674
-7% -$13.6K 0.04% 88
2025
Q1 		$201K Buy
10,188
+65
+0.6% +$1.4K 0.05% 85
2024
Q4 		$224K Sell
10,123
-1,189
-11% -$26.1K 0.05% 68
2024
Q3 		$244K Buy
11,312
+123
+1% +$2.59K 0.06% 63
2024
Q2 		$229K Sell
11,189
-969
-8% -$19.4K 0.07% 71
2024
Q1 		$244K Sell
12,158
-2,795
-19% -$56.3K 0.08% 66
2023
Q4 		$316K Sell
14,953
-5,608
-27% -$109K 0.1% 59
2023
Q3 		$395K Sell
20,561
-1,907
-8% -$38K 0.15% 56
2023
Q2 		$432K Buy
+22,468
New +$433K 0.17% 56
2022
Q4 		$464K Buy
+22,420
New +$458K 0.19% 58

Other funds holding PEY

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

Cornerstone Planning Group's PEY Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2026, closing a stake of 3,745 shares — an estimated $91.3K sold.

Cornerstone Planning Group first reported a position in PEY in Q4 2022 and held it in 14 quarters. The position peaked at $464K in Q4 2022. 35 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 3,745 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $91.3K.
  • Cornerstone Planning Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $464K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.