Atria Wealth Solutions’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
5,594
-230,018
| -98% | -$11.1M | 0.01% | 1209 |
|
|
2025
Q1 | $10.8M | Buy |
235,612
+3,014
| +1% | +$138K | 0.13% | 170 |
|
|
2024
Q4 | $10.7M | Buy |
232,598
+8,758
| +4% | +$402K | 0.12% | 184 |
|
|
2024
Q3 | $10.4M | Buy |
223,840
+7,447
| +3% | +$347K | 0.11% | 192 |
|
|
2024
Q2 | $9.23M | Buy |
216,393
+6,530
| +3% | +$279K | 0.1% | 207 |
|
|
2024
Q1 | $8.93M | Buy |
209,863
+3,083
| +1% | +$131K | 0.1% | 211 |
|
|
2023
Q4 | $8.25M | Buy |
206,780
+1,200
| +0.6% | +$47.9K | 0.1% | 199 |
|
|
2023
Q3 | $7.51M | Buy |
205,580
+132,418
| +181% | +$4.84M | 0.11% | 200 |
|
|
2023
Q2 | $2.8M | Buy |
+73,162
| New | +$2.8M | 0.04% | 461 |
|