Kingswood 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
2026 Q1	$822K	Sell	38,369 -314	-0.8%	-$6.73K	0.04%	419
2025 Q4	$789K	Buy	38,683 +15,721	+68%	+$324K	0.04%	401
2025 Q3	$484K	Buy	22,962 +8,422	+58%	+$178K	0.03%	486
2025 Q2	$297K	Sell	14,540 -407	-3%	-$8.19K	0.02%	576
2025 Q1	$321K	Buy	14,947 +143	+1%	+$3.09K	0.03%	520
2024 Q4	$315K	Sell	14,804 -14,068	-49%	-$309K	0.02%	590
2024 Q3	$633K	Buy	28,872 +14,353	+99%	+$303K	0.05%	393
2024 Q2	$285K	Buy	14,519 +355	+3%	+$7.09K	0.03%	539
2024 Q1	$293K	Sell	14,164 -122	-0.9%	-$2.46K	0.03%	485
2023 Q4	$302K	Buy	14,286 +150	+1%	+$2.92K	0.03%	474
2023 Q3	$271K	Buy	+14,136	New	+$282K	0.05%	340