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Atria Wealth Solutions’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-12,393
Closed -$266K – 1787
2025
Q1 		$266K Sell
12,393
-1,775
-13% -$38.3K ﹤0.01% 1546
2024
Q4 		$301K Sell
14,168
-12,349
-47% -$271K ﹤0.01% 1544
2024
Q3 		$582K Sell
26,517
-9,267
-26% -$195K 0.01% 1167
2024
Q2 		$703K Sell
35,784
-20,255
-36% -$405K 0.01% 1058
2024
Q1 		$1.16M Sell
56,039
-13,492
-19% -$272K 0.01% 849
2023
Q4 		$1.47M Buy
69,531
+7,112
+11% +$138K 0.02% 714
2023
Q3 		$1.2M Buy
62,419
+1,430
+2% +$28.5K 0.02% 734
2023
Q2 		$1.17M Buy
60,989
+107
+0.2% +$2.06K 0.02% 779
2023
Q1 		$1.21M Buy
60,882
+8,926
+17% +$184K 0.02% 725
2022
Q4 		$1.07M Buy
51,956
+16,696
+47% +$341K 0.02% 714
2022
Q3 		$656K Buy
35,260
+19,294
+121% +$398K 0.01% 893
2022
Q2 		$328K Buy
15,966
+5
+0% +$107 0.01% 1164
2022
Q1 		$348K Buy
+15,961
New +$342K 0.01% 1249

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