Institute for Wealth Management’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
Q3 | $526K | Sell |
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|
2025
Q2 | $513K | Hold |
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|
2025
Q1 | $540K | Hold |
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|
2024
Q4 | $535K | Sell |
|
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|
2024
Q3 | $552K | Hold |
|
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|
2024
Q2 | $494K | Hold |
|
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|
2024
Q1 | $520K | Sell |
|
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|
2023
Q4 | $532K | Hold |
|
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|
2023
Q3 | $483K | Hold |
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|
2023
Q2 | $484K | Hold |
|
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $473K | Hold |
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|
2022
Q2 | $523K | Sell |
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|
2022
Q1 | $575K | Sell |
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|
2021
Q4 | $555K | Hold |
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|
2021
Q3 | $522K | Hold |
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|
2021
Q2 | $545K | Hold |
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|
2021
Q1 | $534K | Hold |
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|
2020
Q4 | $458K | Hold |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $397K | Buy |
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|
2020
Q1 | $351K | Sell |
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|
2019
Q4 | $533K | Hold |
|
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|
2019
Q3 | $514K | Hold |
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|
2019
Q2 | $509K | Hold |
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|
2019
Q1 | $502K | Sell |
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|
2018
Q4 | $446K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $452K | Sell |
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|
2017
Q4 | $497K | Sell |
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|
2017
Q3 | $491K | Buy |
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|
2017
Q2 | – | Hold |
|