Dogwood Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Dogwood Wealth Management’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
2026 Q2	$2.73K	Buy	118 +1	+0.9%	+$22	﹤0.01%	611
2026 Q1	$2.5K	Buy	117 +2	+2%	+$43	﹤0.01%	600
2025 Q4	$2.35K	Buy	115 +1	+0.9%	+$21	﹤0.01%	536
2025 Q3	$2.4K	Buy	114 +1	+0.9%	+$21	﹤0.01%	504
2025 Q2	$2.38K	Buy	113 +2	+2%	+$40	﹤0.01%	546
2025 Q1	$2.39K	Buy	111 +1	+0.9%	+$22	﹤0.01%	316
2024 Q4	$2.34K	Buy	+110	New	+$2.42K	﹤0.01%	226

Other funds holding PEY

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return