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Golden State Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Golden State Wealth Management’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$50.8K Sell
1,054
-807
-43% -$38.9K 0.01% 638
2025
Q1 		$85.2K Sell
1,861
-290
-13% -$13.3K 0.01% 485
2024
Q4 		$98.6K Buy
+2,151
New +$98.6K 0.01% 433