Crews Bank & Trust’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Crews Bank & Trust’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	$109K	Hold	4,690	–	–	0.01%	288
2026 Q1	$100K	Hold	4,690	–	–	0.01%	282
2025 Q4	$95.6K	Hold	4,690	–	–	0.01%	289
2025 Q3	$98.8K	Hold	4,690	–	–	0.01%	285
2025 Q2	$95.7K	Sell	4,690 -2,500	-35%	-$50.3K	0.02%	284
2025 Q1	$154K	Hold	7,190	–	–	0.03%	233
2024 Q4	$153K	Buy	+7,190	New	+$158K	0.03%	231

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

Crews Bank & Trust's PEY Position: Q2 2026 in Review

Crews Bank & Trust held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 4,690 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #288.

Crews Bank & Trust first reported a position in PEY in Q4 2024 and has held it in 7 quarters since. The position peaked at $154K in Q1 2025. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Crews Bank & Trust held 4,690 shares of Invesco High Yield Equity Dividend Achievers ETF worth $109K as of Q2 2026.
Crews Bank & Trust left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #288 holding.
Crews Bank & Trust first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Invesco High Yield Equity Dividend Achievers ETF position peaked at $154K in Q1 2025.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.