JPL Wealth Management’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
2024
Q2
$2.6M Buy
132,424
+5,535
+4% +$109K 1.27% 32
2024
Q1
$2.62M Buy
126,889
+16,217
+15% +$335K 1.45% 22
2023
Q4
$2.34M Buy
+110,672
New +$2.34M 1.69% 17