Envestnet Asset Management’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 | $472K | Sell |
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|
2025
Q1 | $2.85M | Sell |
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|
2024
Q4 | $5.26M | Buy |
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|
2024
Q3 | $5.1M | Buy |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $623K | Buy |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $354K | Sell |
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|
2021
Q1 | $338K | Buy |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.58M | Buy |
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|
2019
Q3 | $2.88M | Buy |
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|
2019
Q2 | $2.21M | Buy |
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|
2019
Q1 | $1.92M | Sell |
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|
2018
Q4 | $1.78M | Buy |
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|
2018
Q3 | $1.7M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $25K | Buy |
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|
2016
Q2 | $25K | Buy |
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|
2016
Q1 | $24K | Hold |
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|
2015
Q4 | $23K | Buy |
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|
2015
Q3 | $22K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3K | Buy |
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|
2014
Q3 | $3K | Buy |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $3K | Buy |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Sell |
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|
2013
Q2 | $38K | Buy |
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