CVA Family Office’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

CVA Family Office’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	$18.5K	Hold	798	–	–	﹤0.01%	838
2026 Q1	$17.1K	Hold	798	–	–	﹤0.01%	842
2025 Q4	$16.3K	Hold	798	–	–	﹤0.01%	724
2025 Q3	$16.8K	Hold	798	–	–	﹤0.01%	728
2025 Q2	$16.3K	Hold	798	–	–	﹤0.01%	731
2025 Q1	$17.1K	Hold	798	–	–	﹤0.01%	705
2024 Q4	$17K	Hold	798	–	–	﹤0.01%	702
2024 Q3	$17.5K	Hold	798	–	–	﹤0.01%	673
2024 Q2	$15.7K	Hold	798	–	–	﹤0.01%	679
2024 Q1	$16.5K	Hold	798	–	–	﹤0.01%	675
2023 Q4	$16.9K	Buy	+798	New	+$15.5K	﹤0.01%	653
2023 Q3	–	Sell	-798	Closed	-$15.3K	–	742
2023 Q2	$15.3K	Hold	798	–	–	﹤0.01%	659
2023 Q1	$15.9K	Hold	798	–	–	﹤0.01%	629
2022 Q4	$16.5K	Hold	798	–	–	﹤0.01%	595
2022 Q3	$15K	Hold	798	–	–	﹤0.01%	578
2022 Q2	$16K	Hold	798	–	–	﹤0.01%	578
2022 Q1	$17K	Buy	+798	New	+$17.1K	﹤0.01%	597

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

CVA Family Office's PEY Position: Q2 2026 in Review

CVA Family Office held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q2 2026 at 798 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

CVA Family Office first reported a position in PEY in Q1 2022 and has held it in 17 quarters since. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

CVA Family Office held 798 shares of Invesco High Yield Equity Dividend Achievers ETF worth $18.5K as of Q2 2026.
CVA Family Office 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 CVA Family Office's portfolio in Q2 2026, its #838 holding.
CVA Family Office first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.