Axis Wealth Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Sell	66,248 -3,094	-4%	-$63.1K	0.89%	29
2025 Q1	$1.49M	Sell	69,342 -5,843	-8%	-$125K	1.1%	23
2024 Q4	$1.6M	Buy	+75,185	New	+$1.6M	1.35%	20