SOA 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 | $29.2K | Buy |
1,431
+18
| +1% | +$367 | 0.01% | 444 |
|
|
2025
Q1 | $30.3K | Buy |
1,413
+14
| +1% | +$301 | 0.01% | 405 |
|
|
2024
Q4 | $29.7K | Buy |
1,399
+16
| +1% | +$340 | 0.01% | 396 |
|
|
2024
Q3 | $30.3K | Buy |
1,383
+15
| +1% | +$329 | 0.01% | 390 |
|
|
2024
Q2 | $26.9K | Buy |
1,368
+15
| +1% | +$295 | 0.01% | 393 |
|
|
2024
Q1 | $27.9K | Buy |
1,353
+16
| +1% | +$330 | 0.01% | 391 |
|
|
2023
Q4 | $28.3K | Buy |
1,337
+22
| +2% | +$465 | 0.01% | 370 |
|
|
2023
Q3 | $25.2K | Buy |
1,315
+15
| +1% | +$288 | 0.01% | 378 |
|
|
2023
Q2 | $25K | Buy |
1,300
+14
| +1% | +$269 | 0.01% | 399 |
|
|
2023
Q1 | $25.6K | Buy |
1,286
+13
| +1% | +$259 | 0.01% | 379 |
|
|
2022
Q4 | $26.3K | Buy |
1,273
+16
| +1% | +$331 | 0.01% | 366 |
|
|
2022
Q3 | $23K | Buy |
1,257
+16
| +1% | +$293 | 0.01% | 362 |
|
|
2022
Q2 | $25K | Buy |
1,241
+12
| +1% | +$242 | 0.01% | 349 |
|
|
2022
Q1 | $26K | Buy |
1,229
+13
| +1% | +$275 | 0.01% | 413 |
|
|
2021
Q4 | $25K | Buy |
1,216
+12
| +1% | +$247 | 0.01% | 409 |
|
|
2021
Q3 | $23K | Buy |
1,204
+12
| +1% | +$229 | 0.01% | 432 |
|
|
2021
Q2 | $24K | Buy |
1,192
+11
| +0.9% | +$221 | 0.01% | 425 |
|
|
2021
Q1 | $23K | Buy |
1,181
+4
| +0.3% | +$78 | 0.01% | 377 |
|
|
2020
Q4 | $21K | Buy |
+1,177
| New | +$21K | 0.01% | 394 |
|