Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $2.51M | Buy |
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|
2023
Q2 | $2.54M | Buy |
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|
2023
Q1 | $2.28M | Buy |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $624K | Buy |
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|
2022
Q2 | $623K | Sell |
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|
2022
Q1 | $894K | Sell |
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|
2021
Q4 | $6.77M | Buy |
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|
2021
Q3 | $6.08M | Buy |
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|
2021
Q2 | $5.28M | Buy |
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|
2021
Q1 | $4.19M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $364K | Buy |
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|
2020
Q2 | $207K | Buy |
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