Cresta Advisors’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 | $2.34M | Buy |
114,411
+11,215
| +11% | +$229K | 1.14% | 21 |
|
|
2025
Q1 | $2.22M | Buy |
103,196
+5,877
| +6% | +$126K | 1.15% | 22 |
|
|
2024
Q4 | $2.13M | Hold |
97,319
| – | – | 1.12% | 22 |
|
|
2024
Q3 | $2.13M | Buy |
97,319
+1,566
| +2% | +$34.3K | 1.12% | 22 |
|
|
2024
Q2 | $1.88M | Buy |
95,753
+33
| +0% | +$648 | 1.12% | 23 |
|
|
2024
Q1 | $1.98M | Sell |
95,720
-1,478
| -2% | -$30.5K | 1.25% | 21 |
|
|
2023
Q4 | $2.05M | Sell |
97,198
-1,588
| -2% | -$33.6K | 1.37% | 17 |
|
|
2023
Q3 | $1.9M | Buy |
98,786
+2,971
| +3% | +$57K | 1.47% | 18 |
|
|
2023
Q2 | $1.84M | Buy |
95,815
+64,815
| +209% | +$1.25M | 1.43% | 20 |
|
|
2023
Q1 | $618K | Buy |
+31,000
| New | +$618K | 0.48% | 25 |
|