AE Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45K | Hold |
30
| – | – | ﹤0.01% | 2060 |
|
|
2025
Q1 | $1.37K | Sell |
30
-1,267
| -98% | -$58K | ﹤0.01% | 2055 |
|
|
2024
Q4 | $59.5K | Buy |
+1,297
| New | +$59.5K | ﹤0.01% | 1533 |
|
|
2021
Q1 | – | Sell |
-9,974
| Closed | -$328K | – | 1530 |
|
|
2020
Q4 | $328K | Buy |
+9,974
| New | +$328K | ﹤0.01% | 1107 |
|
|
2020
Q3 | – | Sell |
-31,806
| Closed | -$897K | – | 1334 |
|
|
2020
Q2 | $897K | Buy |
31,806
+4,143
| +15% | +$117K | 0.01% | 660 |
|
|
2020
Q1 | $682K | Buy |
+27,663
| New | +$682K | 0.02% | 585 |
|