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Genesis Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Genesis Wealth Advisors’s Portfolio PFM Stock Details PFM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,920
Closed -$225K – 63
2025
Q1 		$225K Sell
4,920
-944
-16% -$43.2K 0.18% 53
2024
Q4 		$269K Buy
+5,864
New +$269K 0.23% 49