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CFO
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$1.37T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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