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
2025
Q3
$484K Buy
2025
Q2
$297K Sell
2025
Q1
$321K Buy
2024
Q4
$315K Sell
2024
Q3
$633K Buy
2024
Q2
$285K Buy
2024
Q1
$293K Sell
2023
Q4
$302K Buy
2023
Q3
$271K Buy