Cresta Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Cresta Advisors’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	$2.74M	Buy	127,797 +9,824	+8%	+$211K	1.12%	22
2025 Q4	$2.4M	Buy	117,973 +3,753	+3%	+$77.3K	1.01%	24
2025 Q3	$2.41M	Sell	114,220 -191	-0.2%	-$4.03K	1.07%	23
2025 Q2	$2.34M	Buy	114,411 +11,215	+11%	+$226K	1.14%	21
2025 Q1	$2.22M	Buy	103,196 +5,877	+6%	+$127K	1.15%	22
2024 Q4	$2.13M	Hold	97,319	–	–	1.12%	22
2024 Q3	$2.13M	Buy	97,319 +1,566	+2%	+$33K	1.12%	22
2024 Q2	$1.88M	Buy	95,753 +33	+0%	+$659	1.12%	23
2024 Q1	$1.98M	Sell	95,720 -1,478	-2%	-$29.8K	1.25%	21
2023 Q4	$2.05M	Sell	97,198 -1,588	-2%	-$30.9K	1.37%	17
2023 Q3	$1.9M	Buy	98,786 +2,971	+3%	+$59.2K	1.47%	18
2023 Q2	$1.84M	Buy	95,815 +64,815	+209%	+$1.25M	1.43%	20
2023 Q1	$618K	Buy	+31,000	New	+$638K	0.48%	25

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

Cresta Advisors's PEY Position: Q1 2026 in Review

Cresta Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 8.3% in Q1 2026, buying an estimated $211K and bringing the position to 127,797 shares worth $2.74M. The position accounts for 1.12% of the portfolio, ranked #22.

Cresta Advisors first reported a position in PEY in Q1 2023 and has held it in 13 quarters since. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Cresta Advisors held 127,797 shares of Invesco High Yield Equity Dividend Achievers ETF worth $2.74M as of Q1 2026.
Cresta Advisors bought 9,824 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $211K.
Invesco High Yield Equity Dividend Achievers ETF made up 1.12% of Cresta Advisors's portfolio in Q1 2026, its #22 holding.
Cresta Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2023 and has held it in 13 quarters since.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.