MWM
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Mindset Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Mindset Wealth Management’s Portfolio PEY Stock Details PEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Hold
14,545
– – 0.1% 113
2025
Q1 		$312K Hold
14,545
– – 0.12% 93
2024
Q4 		$309K Hold
14,545
– – 0.11% 94
2024
Q3 		$319K Buy
+14,545
New +$319K 0.13% 92