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Spire Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Spire Wealth Management’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
Q2 		$65.8K Buy
2,840
+1,120
+65% +$25K ﹤0.01% 1099
2026
Q1 		$36.8K Hold
1,720
– – ﹤0.01% 1256
2025
Q4 		$35.1K Buy
1,720
+1,505
+700% +$31K ﹤0.01% 1287
2025
Q3 		$4.53K Hold
215
– – ﹤0.01% 1983
2025
Q2 		$4.39K Sell
215
-1,805
-89% -$36.3K ﹤0.01% 1986
2025
Q1 		$43.4K Hold
2,020
– – ﹤0.01% 1331
2024
Q4 		$43K Hold
2,020
– – ﹤0.01% 1334
2024
Q3 		$44.3K Sell
2,020
-1
-0% -$21 ﹤0.01% 1164
2024
Q2 		$39.7K Sell
2,021
-5,366
-73% -$107K ﹤0.01% 1199
2024
Q1 		$153K Sell
7,387
-977
-12% -$19.7K ﹤0.01% 859
2023
Q4 		$169K Buy
8,364
+1,950
+30% +$37.9K 0.01% 806
2023
Q3 		$123K Hold
6,414
– – ﹤0.01% 876
2023
Q2 		$123K Sell
6,414
-3,654
-36% -$70.5K ﹤0.01% 902
2023
Q1 		$201K Buy
10,068
+38
+0.4% +$782 0.01% 724
2022
Q4 		$208K Buy
10,030
+44
+0.4% +$899 0.01% 550
2022
Q3 		$186K Sell
9,986
-469
-4% -$9.68K 0.01% 548
2022
Q2 		$215K Buy
10,455
+394
+4% +$8.45K 0.01% 742
2022
Q1 		$217K Sell
10,061
-489
-5% -$10.5K 0.01% 856
2021
Q4 		$222K Buy
10,550
+42
+0.4% +$862 ﹤0.01% 1048
2021
Q3 		$208K Buy
10,508
+39
+0.4% +$789 0.01% 902
2021
Q2 		$216K Sell
10,469
-667
-6% -$14K 0.01% 922
2021
Q1 		$226K Buy
+11,136
New +$210K 0.01% 1012

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FPB
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PA
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DAS
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