EP Wealth Advisors’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 | $141K | Buy |
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|
2025
Q1 | $112K | Sell |
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|
2024
Q4 | $122K | Sell |
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|
2024
Q3 | $130K | Buy |
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|
2024
Q2 | $112K | Buy |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $121K | Buy |
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|
2023
Q3 | $103K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $145K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $149K | Hold |
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|
2022
Q1 | $158K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $129K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $211K | Sell |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $267K | Buy |
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