Focus Financial Network’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Buy |
113,378
+459
| +0.4% | +$22.1K | 0.22% | 81 |
|
|
2025
Q1 | $5.17M | Buy |
112,919
+391
| +0.3% | +$17.9K | 0.21% | 81 |
|
|
2024
Q4 | $5.16M | Sell |
112,528
-4,449
| -4% | -$204K | 0.21% | 83 |
|
|
2024
Q3 | $5.45M | Sell |
116,977
-702
| -0.6% | -$32.7K | 0.22% | 80 |
|
|
2024
Q2 | $5.24M | Buy |
117,679
+4,228
| +4% | +$188K | 0.22% | 79 |
|
|
2024
Q1 | $4.59M | Buy |
113,451
+838
| +0.7% | +$33.9K | 0.22% | 82 |
|
|
2023
Q4 | $4.49M | Buy |
112,613
+4,366
| +4% | +$174K | 0.17% | 121 |
|
|
2023
Q3 | $3.95M | Buy |
108,247
+948
| +0.9% | +$34.6K | 0.22% | 91 |
|
|
2023
Q2 | $4.1M | Buy |
107,299
+4,172
| +4% | +$159K | 0.23% | 90 |
|
|
2023
Q1 | $3.77M | Buy |
103,127
+1,993
| +2% | +$72.9K | 0.23% | 95 |
|
|
2022
Q4 | $3.69M | Buy |
101,134
+2,274
| +2% | +$83K | 0.3% | 66 |
|
|
2022
Q3 | $3.2M | Buy |
98,860
+5,461
| +6% | +$177K | 0.28% | 76 |
|
|
2022
Q2 | $3.22M | Buy |
93,399
+6,380
| +7% | +$220K | 0.27% | 78 |
|
|
2022
Q1 | $3.35M | Buy |
+87,019
| New | +$3.35M | 0.23% | 83 |
|
|
2021
Q1 | – | Sell |
-69,124
| Closed | -$2.27M | – | 486 |
|
|
2020
Q4 | $2.27M | Buy |
69,124
+4,232
| +7% | +$139K | 0.2% | 98 |
|
|
2020
Q3 | $1.96M | Buy |
64,892
+650
| +1% | +$19.7K | 0.18% | 115 |
|
|
2020
Q2 | $1.81M | Buy |
+64,242
| New | +$1.81M | 0.2% | 101 |
|