Sax Wealth Advisors’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
$305K Hold
2025
Q2
$296K Hold
2025
Q1
$311K Hold
2024
Q4
$308K Hold
2024
Q3
$318K Hold
2024
Q2
$285K Buy