Atlas Private Wealth Advisors’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	$2.19M	Sell	42,887 -2,268	-5%	-$119K	0.52%	36
2025 Q4	$2.33M	Sell	45,155 -2,401	-5%	-$123K	0.54%	37
2025 Q3	$2.41M	Sell	47,556 -50,355	-51%	-$2.49M	0.59%	34
2025 Q2	$4.72M	Sell	97,911 -12,020	-11%	-$549K	0.61%	35
2025 Q1	$5.03M	Sell	109,931 -9,290	-8%	-$434K	0.7%	31
2024 Q4	$5.47M	Sell	119,221 -8,761	-7%	-$411K	0.78%	22
2024 Q3	$5.96M	Sell	127,982 -11,748	-8%	-$524K	0.86%	22
2024 Q2	$5.96M	Buy	139,730 +48,270	+53%	+$2.03M	0.97%	20
2024 Q1	$3.89M	Sell	91,460 -391,366	-81%	-$16M	1.3%	19
2023 Q4	$19.3M	Sell	482,826 -454,845	-49%	-$17.1M	3.58%	10
2023 Q3	$34.3M	Buy	937,671 +87,870	+10%	+$3.35M	6.48%	4
2023 Q2	$32.5M	Buy	849,801 +460,807	+118%	+$17.1M	6.58%	5
2023 Q1	$14.2M	Buy	388,994 +51,556	+15%	+$1.89M	6.58%	5
2022 Q4	$12.3M	Buy	337,438 +47,935	+17%	+$1.71M	6.56%	4
2022 Q3	$9.36M	Buy	289,503 +41,690	+17%	+$1.48M	5.62%	4
2022 Q2	$8.55M	Buy	247,813 +241,340	+3,728%	+$8.82M	5.13%	4
2022 Q1	$249K	Sell	6,473 -20	-0.3%	-$762	0.11%	117
2021 Q4	$258K	Buy	6,493 +1,445	+29%	+$55.4K	0.12%	126
2021 Q3	$182K	Buy	5,048 +2,672	+112%	+$99.2K	0.1%	135
2021 Q2	$86K	Buy	2,376 +1,751	+280%	+$63.1K	0.05%	179
2021 Q1	$22K	Buy	+625	New	+$20.8K	0.01%	355