Independent Financial Group’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
$1.16M Buy
2025
Q4
$1.15M Buy
2025
Q3
$1.13M Buy
2025
Q2
$949K Sell
2025
Q1
$936K Buy
2024
Q4
$923K Buy
2024
Q3
$626K Buy
2024
Q2
$557K Buy
2024
Q1
$502K Buy
2023
Q4
$398K Buy
2023
Q3
$351K Buy
2023
Q2
$310K Buy