Wealth Enhancement Advisory Services’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
$764K Sell
35,888
-1,716
-5% -$36.5K ﹤0.01% 1900
2025
Q1
$807K Sell
37,604
-2,544
-6% -$54.6K ﹤0.01% 1716
2024
Q4
$854K Buy
40,148
+13,571
+51% +$289K ﹤0.01% 1618
2024
Q3
$583K Sell
26,577
-967
-4% -$21.2K ﹤0.01% 1714
2024
Q2
$541K Sell
27,544
-1,695
-6% -$33.3K ﹤0.01% 1599
2024
Q1
$604K Sell
29,239
-1,938
-6% -$40K ﹤0.01% 1472
2023
Q4
$659K Buy
31,177
+83
+0.3% +$1.76K ﹤0.01% 1347
2023
Q3
$597K Buy
+31,094
New +$597K ﹤0.01% 1335