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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cornerstone Planning Group's PEY Position: Q2 2026 in Review

Cornerstone Planning Group increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.73% in Q2 2026, buying an estimated $602 and bringing the position to 3,745 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #262.

Cornerstone Planning Group first reported a position in PEY in Q4 2022 and has held it in 14 quarters since. The position peaked at $464K in Q4 2022. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Cornerstone Planning Group held 3,745 shares of Invesco High Yield Equity Dividend Achievers ETF worth $91.3K as of Q2 2026.
Cornerstone Planning Group bought 27 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $602.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #262 holding.
Cornerstone Planning Group first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Invesco High Yield Equity Dividend Achievers ETF position peaked at $464K in Q4 2022.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.