Creative Financial Designs’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Creative Financial Designs’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	$328K	Buy	+14,163	New	+$316K	0.02%	500
2021 Q4	–	Sell	-3,715	Closed	-$74K	–	1376
2021 Q3	$74K	Buy	3,715 +1,012	+37%	+$20.5K	0.01%	515
2021 Q2	$56K	Buy	+2,703	New	+$56.6K	0.01%	576
2019 Q1	–	Sell	-22,790	Closed	-$361K	–	623
2018 Q4	$361K	Sell	22,790 -237	-1%	-$4.07K	0.26%	76
2018 Q3	$413K	Sell	23,027 -13,652	-37%	-$246K	0.24%	82
2018 Q2	$646K	Sell	36,679 -6,826	-16%	-$118K	0.38%	63
2018 Q1	$740K	Sell	43,505 -60,620	-58%	-$1.07M	0.47%	53
2017 Q4	$1.85M	Sell	104,125 -26,245	-20%	-$459K	1.26%	20
2017 Q3	$2.24M	Buy	130,370 +19,315	+17%	+$326K	1.28%	18
2017 Q2	$1.87M	Buy	111,055 +8,043	+8%	+$136K	1.2%	22
2017 Q1	$1.76M	Buy	103,012 +91,633	+805%	+$1.56M	1.26%	22
2016 Q4	$193K	Buy	+11,379	New	+$184K	0.16%	121

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

Creative Financial Designs's PEY Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2026: 14,163 shares worth $328K. The stake represents 0.02% of the portfolio and ranks #500 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in PEY as recently as Q3 2021.

Creative Financial Designs first reported a position in PEY in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.24M in Q3 2017. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Creative Financial Designs held 14,163 shares of Invesco High Yield Equity Dividend Achievers ETF worth $328K as of Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF was a new Creative Financial Designs position in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #500 holding.
Creative Financial Designs first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2016 and has held it in 12 quarters since.
Creative Financial Designs's Invesco High Yield Equity Dividend Achievers ETF position peaked at $2.24M in Q3 2017.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.