IFWM

Institute for Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Sell	40,030 -270	-0.7%	-$13K	0.22%	102
2025 Q1	$1.84M	Hold	40,300	–	–	0.24%	96
2024 Q4	$1.85M	Sell	40,300 -180	-0.4%	-$8.26K	0.23%	94
2024 Q3	$1.88M	Hold	40,480	–	–	0.24%	92
2024 Q2	$1.73M	Hold	40,480	–	–	0.23%	95
2024 Q1	$1.72M	Hold	40,480	–	–	0.22%	95
2023 Q4	$1.61M	Sell	40,480 -130	-0.3%	-$5.19K	0.26%	90
2023 Q3	$1.48M	Sell	40,610 -115	-0.3%	-$4.2K	0.27%	88
2023 Q2	$1.56M	Hold	40,725	–	–	0.26%	87
2023 Q1	$1.49M	Hold	40,725	–	–	0.28%	86
2022 Q4	$1.49M	Sell	40,725 -185	-0.5%	-$6.76K	0.31%	82
2022 Q3	$1.32M	Hold	40,910	–	–	0.3%	93
2022 Q2	$1.41M	Hold	40,910	–	–	0.28%	93
2022 Q1	$1.57M	Hold	40,910	–	–	0.25%	98
2021 Q4	$1.63M	Hold	40,910	–	–	0.26%	94
2021 Q3	$1.47M	Hold	40,910	–	–	0.26%	100
2021 Q2	$1.48M	Sell	40,910 -35	-0.1%	-$1.27K	0.26%	96
2021 Q1	$1.42M	Sell	40,945 -200	-0.5%	-$6.92K	0.27%	95
2020 Q4	$1.35M	Hold	41,145	–	–	0.27%	93
2020 Q3	$1.25M	Sell	41,145 -1,000	-2%	-$30.3K	0.28%	87
2020 Q2	$1.19M	Buy	42,145 +200	+0.5%	+$5.64K	0.29%	90
2020 Q1	$1.03M	Sell	41,945 -555	-1%	-$13.7K	0.32%	80
2019 Q4	$1.31M	Sell	42,500 -200	-0.5%	-$6.14K	0.29%	89
2019 Q3	$1.26M	Hold	42,700	–	–	0.32%	86
2019 Q2	$1.23M	Sell	42,700 -1,195	-3%	-$34.3K	0.27%	99
2019 Q1	$1.21M	Hold	43,895	–	–	0.26%	106
2018 Q4	$1.08M	Buy	+43,895	New	+$1.08M	0.45%	68
2018 Q2	–	Sell	-43,776	Closed	-$1.11M	–	229
2018 Q1	$1.11M	Buy	43,776 +234	+0.5%	+$5.91K	0.33%	108
2017 Q4	$1.15M	Buy	43,542 +1,275	+3%	+$33.6K	0.27%	118
2017 Q3	$1.04M	Sell	42,267 -183	-0.4%	-$4.5K	0.34%	97
2017 Q2	$1.02M	Buy	+42,450	New	+$1.02M	0.28%	109