AE Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28K | Hold |
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|
2025
Q4 | $1.29K | Hold |
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|
2025
Q3 | $1.27K | Sell |
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|
2025
Q2 | $1.45K | Hold |
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|
2025
Q1 | $1.37K | Sell |
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|
2024
Q4 | $59.5K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $328K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $897K | Buy |
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|
2020
Q1 | $682K | Buy |
|