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Precedent Wealth Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Precedent Wealth Partners’s Portfolio PEY Stock Details PEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$326K Sell
15,205
-6,576
-30% -$141K 0.07% 143
2025
Q4 		$444K Sell
21,781
-2,182
-9% -$45K 0.09% 131
2025
Q3 		$505K Hold
23,963
– – 0.11% 126
2025
Q2 		$489K Sell
23,963
-12,441
-34% -$250K 0.12% 126
2025
Q1 		$782K Sell
36,404
-1,359
-4% -$29.4K 0.22% 107
2024
Q4 		$803K Buy
37,763
+745
+2% +$16.4K 0.26% 99
2024
Q3 		$812K Buy
37,018
+23,276
+169% +$491K 0.27% 93
2024
Q2 		$270K Buy
+13,742
New +$275K 0.11% 126

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return