Creative Planning’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 | $453K | Buy |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $423K | Buy |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $397K | Buy |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $420K | Sell |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $363K | Buy |
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|
2020
Q4 | $345K | Sell |
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|
2020
Q3 | $650K | Buy |
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|
2020
Q2 | $605K | Buy |
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|
2020
Q1 | $469K | Buy |
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|
2019
Q4 | $348K | Hold |
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|
2019
Q3 | $335K | Hold |
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|
2019
Q2 | $325K | Hold |
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|
2019
Q1 | $313K | Hold |
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|
2018
Q4 | $280K | Sell |
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|
2018
Q3 | $331K | Hold |
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|
2018
Q2 | $309K | Sell |
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|
2018
Q1 | $313K | Buy |
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|
2017
Q4 | $313K | Buy |
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|
2017
Q3 | $291K | Buy |
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|
2017
Q2 | $285K | Buy |
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|
2017
Q1 | $281K | Buy |
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|
2016
Q4 | $271K | Buy |
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|
2016
Q3 | $268K | Buy |
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|
2016
Q2 | $261K | Hold |
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|
2016
Q1 | $251K | Sell |
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|
2015
Q4 | $263K | Hold |
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|
2015
Q3 | $248K | Hold |
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|
2015
Q2 | $265K | Hold |
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|
2015
Q1 | $273K | Hold |
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|
2014
Q4 | $277K | Hold |
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|
2014
Q3 | $267K | Sell |
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|
2014
Q2 | $271K | Buy |
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|
2014
Q1 | $232K | Hold |
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|
2013
Q4 | $229K | Hold |
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|
2013
Q3 | $214K | Buy |
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|
2013
Q2 | $198K | Buy |
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