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 Q2	$288K	Hold	12,443	–	–	0.1%	162
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 $1.55T 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

Creekside Partners's PEY Position: Q2 2026 in Review

Creekside Partners held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 12,443 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #162.

Creekside Partners first reported a position in PEY in Q1 2025 and has held it in 6 quarters since. The position peaked at $322K in Q1 2025. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Creekside Partners held 12,443 shares of Invesco High Yield Equity Dividend Achievers ETF worth $288K as of Q2 2026.
Creekside Partners left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.1% of Creekside Partners's portfolio in Q2 2026, its #162 holding.
Creekside Partners first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
Creekside Partners's Invesco High Yield Equity Dividend Achievers ETF position peaked at $322K in Q1 2025.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.