MGB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
52,499
| – | – | 0.35% | 61 |
|
|
2025
Q1 | $1.13M | Hold |
52,499
| – | – | 0.41% | 64 |
|
|
2024
Q4 | $1.12M | Hold |
52,499
| – | – | 0.35% | 60 |
|
|
2024
Q3 | $1.15M | Hold |
52,499
| – | – | 0.42% | 55 |
|
|
2024
Q2 | $1.07M | Hold |
52,499
| – | – | 0.4% | 67 |
|
|
2024
Q1 | $1.08M | Hold |
52,499
| – | – | 0.44% | 59 |
|
|
2023
Q4 | $1.11M | Buy |
+52,499
| New | +$1.11M | 0.56% | 55 |
|