Precedent Wealth Partners’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	$489K	Sell	23,963 -12,441	-34%	-$254K	0.12%	126
2025 Q1	$782K	Sell	36,404 -1,359	-4%	-$29.2K	0.22%	107
2024 Q4	$803K	Buy	37,763 +745	+2%	+$15.8K	0.26%	99
2024 Q3	$812K	Buy	37,018 +23,276	+169%	+$510K	0.27%	93
2024 Q2	$270K	Buy	+13,742	New	+$270K	0.11%	126