Creekside Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Creekside Partners’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 Q1	$267K	Buy	12,443 +11	+0.1%	+$236	0.11%	155
2025 Q4	$253K	Buy	12,432 +19	+0.2%	+$392	0.11%	157
2025 Q3	$261K	Buy	12,413 +19	+0.2%	+$401	0.12%	149
2025 Q2	$253K	Sell	12,394 -2,604	-17%	-$52.4K	0.12%	148
2025 Q1	$322K	Buy	+14,998	New	+$324K	0.17%	127

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creekside Partners's PEY Position: Q1 2026 in Review

Creekside Partners increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.09% in Q1 2026, buying an estimated $236 and bringing the position to 12,443 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #155.

Creekside Partners first reported a position in PEY in Q1 2025 and has held it in 5 quarters since. The position peaked at $322K in Q1 2025. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Creekside Partners held 12,443 shares of Invesco High Yield Equity Dividend Achievers ETF worth $267K as of Q1 2026.
Creekside Partners bought 11 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $236.
Invesco High Yield Equity Dividend Achievers ETF made up 0.11% of Creekside Partners's portfolio in Q1 2026, its #155 holding.
Creekside Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
Creekside Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $322K in Q1 2025.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.