Capital Analysts LLC’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Sell |
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|
2025
Q1 | $27K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $20K | Sell |
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|
2024
Q1 | $983K | Buy |
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|
2023
Q4 | $875K | Buy |
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|
2023
Q3 | $750K | Buy |
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|
2023
Q2 | $744K | Buy |
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|
2023
Q1 | $735K | Buy |
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|
2022
Q4 | $554K | Sell |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $352K | Buy |
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|
2021
Q4 | $160K | Buy |
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|
2021
Q3 | $102K | Buy |
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|
2021
Q2 | $86K | Buy |
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|
2021
Q1 | $63K | Hold |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $10K | Buy |
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