Founders Financial Alliance’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
2026 Q1	$80.3K	Hold	1,571	–	–	0.01%	475
2025 Q4	$80.9K	Hold	1,571	–	–	0.02%	405
2025 Q3	$79.7K	Buy	1,571 +51	+3%	+$2.52K	0.02%	458
2025 Q2	$73.2K	Hold	1,520	–	–	0.02%	367
2025 Q1	$69.6K	Hold	1,520	–	–	0.02%	416
2024 Q4	$69.7K	Hold	1,520	–	–	0.02%	356
2024 Q3	$70.8K	Buy	1,520 +25	+2%	+$1.12K	0.02%	363
2024 Q2	$63.8K	Hold	1,495	–	–	0.02%	356
2024 Q1	$63.6K	Buy	1,495 +1,309	+704%	+$53.6K	0.02%	360
2023 Q4	$7.42K	Hold	186	–	–	﹤0.01%	446
2023 Q3	$6.79K	Hold	186	–	–	﹤0.01%	431
2023 Q2	$7.11K	Hold	186	–	–	﹤0.01%	458
2023 Q1	$6.81K	Hold	186	–	–	﹤0.01%	415
2022 Q4	$6.79K	Hold	186	–	–	﹤0.01%	435
2022 Q3	$6K	Buy	+186	New	+$6.62K	﹤0.01%	433