CreativeOne Wealth’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 | $3.34M | Buy |  | |||||
| 2025 Q1 | $2.91M | Buy |  | |||||
| 2024 Q4 | $2.69M | Sell |  | |||||
| 2024 Q3 | $2.77M | Buy |  | |||||
| 2024 Q2 | $2.48M | Buy |  | |||||
| 2024 Q1 | $2.26M | Buy |  | |||||
| 2023 Q4 | $1.92M | Buy |  | |||||
| 2023 Q3 | $393K | Sell |  | |||||
| 2023 Q2 | $1.71M | Buy |  | |||||
| 2023 Q1 | $1.59M | Buy |  | |||||
| 2022 Q4 | $1.26M | Buy |  | |||||
| 2022 Q3 | $1.02M | Sell |  | |||||
| 2022 Q2 | $1.11M | Buy |  | |||||
| 2022 Q1 | $1.19M | Buy |  | |||||
| 2021 Q4 | $1.22M | Sell |  | |||||
| 2021 Q3 | $1.14M | Buy |  | |||||
| 2021 Q2 | $845K | Buy |  | |||||
| 2021 Q1 | $695K | Buy |  | |||||
| 2020 Q4 | $626K | Buy |  | |||||
| 2020 Q3 | $522K | Buy |  | |||||
| 2020 Q2 | $410K | Buy |  |