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 Q3	$3.09M	Buy	135,354 +15,121	+13%	+$367K	1.35%	20
2026 Q2	$2.79M	Sell	120,233 -7,564	-6%	-$169K	1%	24
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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Cresta Advisors's PEY Position: Q3 2026 in Review

Cresta Advisors increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 13% in Q3 2026, buying an estimated $367K and bringing the position to 135,354 shares worth $3.09M. The position accounts for 1.35% of the portfolio, ranked #20.

Cresta Advisors first reported a position in PEY in Q1 2023 and has held it in 15 quarters since. 29 funds tracked by Wall St. Rank hold PEY as of Q3 2026.

Cresta Advisors held 135,354 shares of Invesco High Yield Equity Dividend Achievers ETF worth $3.09M as of Q3 2026.
Cresta Advisors bought 15,121 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2026, an estimated $367K.
Invesco High Yield Equity Dividend Achievers ETF made up 1.35% of Cresta Advisors's portfolio in Q3 2026, its #20 holding.
Cresta Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2023 and has held it in 15 quarters since.
29 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.