CIAS
CFS Investment Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Buy |
20,403
+1,918
| +10% | +$92.4K | 0.08% | 173 |
|
|
2025
Q1 | $846K | Buy |
18,485
+1,311
| +8% | +$60K | 0.08% | 179 |
|
|
2024
Q4 | $788K | Buy |
17,174
+1,571
| +10% | +$72.1K | 0.07% | 174 |
|
|
2024
Q3 | $726K | Sell |
15,603
-2,903
| -16% | -$135K | 0.06% | 180 |
|
|
2024
Q2 | $790K | Sell |
18,506
-1,070
| -5% | -$45.7K | 0.06% | 158 |
|
|
2024
Q1 | $833K | Buy |
19,576
+537
| +3% | +$22.9K | 0.14% | 92 |
|
|
2023
Q4 | $759K | Buy |
19,039
+4,933
| +35% | +$197K | 0.14% | 87 |
|
|
2023
Q3 | $515K | Buy |
14,106
+1,782
| +14% | +$65.1K | 0.08% | 114 |
|
|
2023
Q2 | $471K | Sell |
12,324
-304
| -2% | -$11.6K | 0.06% | 166 |
|
|
2023
Q1 | $462K | Buy |
12,628
+1,679
| +15% | +$61.4K | 0.08% | 93 |
|
|
2022
Q4 | $400K | Sell |
10,949
-365,526
| -97% | -$13.4M | 0.09% | 89 |
|
|
2022
Q3 | $376K | Buy |
376,475
+365,201
| +3,239% | +$365K | 0.09% | 98 |
|
|
2022
Q2 | $389K | Sell |
11,274
-299,633
| -96% | -$10.3M | 0.06% | 176 |
|
|
2022
Q1 | $8K | Buy |
+310,907
| New | +$8K | 0.03% | 175 |
|