Oxford Financial Group’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 | $727K | Hold |
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|
2025
Q2 | $704K | Sell |
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|
2025
Q1 | $818K | Sell |
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|
2024
Q4 | $934K | Hold |
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|
2024
Q3 | $963K | Hold |
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|
2024
Q2 | $863K | Hold |
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|
2024
Q1 | $907K | Hold |
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|
2023
Q4 | $929K | Hold |
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|
2023
Q3 | $843K | Sell |
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|
2023
Q2 | $918K | Sell |
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|
2023
Q1 | $958K | Sell |
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|
2022
Q4 | $1.03M | Hold |
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|
2022
Q3 | $927K | Hold |
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|
2022
Q2 | $1.02M | Hold |
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|
2022
Q1 | $1.09M | Buy |
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