Cerity 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 | $412K | Hold |
20,190
| – | – | ﹤0.01% | 1974 |
|
|
2025
Q1 | $433K | Buy |
20,190
+1
| +0% | +$21 | ﹤0.01% | 1844 |
|
|
2024
Q4 | $429K | Buy |
+20,189
| New | +$429K | ﹤0.01% | 1849 |
|
|
2024
Q2 | – | Sell |
-21,204
| Closed | -$438K | – | 2357 |
|
|
2024
Q1 | $438K | Buy |
+21,204
| New | +$438K | ﹤0.01% | 1660 |
|
|
2023
Q2 | – | Sell |
-12,498
| Closed | -$248K | – | 1875 |
|
|
2023
Q1 | $248K | Buy |
+12,498
| New | +$248K | ﹤0.01% | 1628 |
|