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Pacific Capital Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-5,400
Closed -$115K – 293
2024
Q4 		$115K Hold
5,400
– – 0.02% 109
2024
Q3 		$118K Hold
5,400
– – 0.02% 104
2024
Q2 		$106K Buy
+5,400
New +$106K 0.02% 107