Public ownership evidence

Invesco High Yield Equity Dividend Achievers ETF (PEY) Ownership Disclosures

Read PEY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco High Yield Equity Dividend Achievers ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
1,000
Value (USD)
$23,180
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PEY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PEY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

The Form 4 source is temporarily unavailable. Continue with the other disclosures below or open company fundamentals.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-291,000$23,180None
Cornerstone Financial Management LLC2026-03-312026-08-291,000$21,419None
Cornerstone Financial Management LLC2025-12-312026-08-291,000$20,386None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2912,273$263,495None
Financial Insights, Inc.2026-06-302026-08-2611,600$268,888None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-215,665$131,315None
Kingsview Wealth Management, LLC2026-06-302026-08-2010,338$239,633None
Beacon Pointe Advisors, LLC2026-06-302026-08-19105,830$2,453,130None
Strive Financial Group ,LLC2026-06-302026-08-18800$18,544None
Caitlin John, LLC2026-06-302026-08-18800$18,544None
Transamerica Financial Advisors, LLC2026-06-302026-08-1899$2,303None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18191,314$4,436,560None
Equitable Holdings, Inc.2026-06-302026-08-1881,972$1,900,100None
Lifetime Wealth Management P.C.2026-06-302026-08-1813,266$307,506None
KAHN BROTHERS GROUP INC2026-06-302026-08-1831,307$522,150None
Federation des caisses Desjardins du Quebec2026-06-302026-08-155,180$120,072None
JPL Wealth Management, LLC2026-06-302026-08-153,540$82,058None
Ameritas Advisory Services, LLC2026-06-302026-08-1513,086$303,335None
NFSG Corp2026-06-302026-08-15250$5,795None
Western Wealth Management, LLC2026-06-302026-08-158,818$204,407None
IFG Advisory, LLC2026-06-302026-08-158,469$196,301None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,769$226,445None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,300$53,314None
OSAIC HOLDINGS, INC.2026-06-302026-08-15156,172$3,620,104None
AFT, FORSYTH & COMPANY, INC.2026-06-302026-08-1527,659$641,141None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1599,500$2,306,410Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,346$355,720None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,975$486,201None
Ancora Advisors LLC2026-06-302026-08-15189$4,376None
Medallion Wealth Advisors, LLC2026-06-302026-08-15540$12,517None
Family Manage LLC2026-06-302026-08-152,000$46,360None
Waverly Advisors, LLC2026-06-302026-08-1542,911$994,679None
&PARTNERS2026-06-302026-08-159,508$220,395None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15270,620$6,359,576None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15195,853$4,539,874None
MAI Capital Management2026-06-302026-08-15171,360$3,972,125None
MAI Capital Management2026-06-302026-08-153,642$84,419None
Curi Capital, LLC2026-06-302026-08-1510,223$236,970None
Curi Capital, LLC2026-06-302026-08-1514,226$329,759None
Pinnacle Financial Partners, Inc.2026-06-302026-08-158,029$186,132None
Pinnacle Financial Partners, Inc.2026-06-302026-08-151,439$33,356None
Cerity Partners LLC2026-06-302026-08-1519,348$448,484None
ROYAL BANK OF CANADA2026-06-302026-08-151,830$42,000None
ROYAL BANK OF CANADA2026-06-302026-08-159,304$216,000None
ROYAL BANK OF CANADA2026-06-302026-08-15172,028$3,988,000None
ROYAL BANK OF CANADA2026-06-302026-08-1525,422$589,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-1512,508$289,935None
CITADEL ADVISORS LLC2026-06-302026-08-1511,434$265,040None
CITADEL ADVISORS LLC2026-06-302026-08-1529,800$690,764Call
Larson Financial Group LLC2026-06-302026-08-151,000$23,180None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Financial Insights, Inc. ↗GILL CAPITAL PARTNERS, LLC ↗Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗Strive Financial Group ,LLC ↗Caitlin John, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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