Sax Wealth Advisors’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	$296K	Hold	14,500	–	–	0.02%	342
2025 Q1	$311K	Hold	14,500	–	–	0.02%	292
2024 Q4	$308K	Hold	14,500	–	–	0.02%	257
2024 Q3	$318K	Hold	14,500	–	–	0.03%	216
2024 Q2	$285K	Buy	+14,500	New	+$285K	0.03%	214