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

Institute for Wealth Management’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.99M	Sell	38,927 -1,038	-3%	-$54.6K	0.21%	108
2025 Q4	$2.06M	Buy	39,965 +1	+0%	+$51	0.22%	97
2025 Q3	$2.03M	Sell	39,964 -66	-0.2%	-$3.26K	0.21%	102
2025 Q2	$1.93M	Sell	40,030 -270	-0.7%	-$12.3K	0.22%	102
2025 Q1	$1.84M	Hold	40,300	–	–	0.24%	96
2024 Q4	$1.85M	Sell	40,300 -180	-0.4%	-$8.44K	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%	96
2023 Q4	$1.61M	Sell	40,480 -130	-0.3%	-$4.9K	0.26%	90
2023 Q3	$1.48M	Sell	40,610 -115	-0.3%	-$4.38K	0.27%	90
2023 Q2	$1.56M	Hold	40,725	–	–	0.26%	93
2023 Q1	$1.49M	Hold	40,725	–	–	0.28%	89
2022 Q4	$1.49M	Sell	40,725 -185	-0.5%	-$6.62K	0.31%	83
2022 Q3	$1.32M	Hold	40,910	–	–	0.3%	93
2022 Q2	$1.41M	Hold	40,910	–	–	0.28%	94
2022 Q1	$1.57M	Hold	40,910	–	–	0.25%	100
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%	-$1.26K	0.26%	96
2021 Q1	$1.42M	Sell	40,945 -200	-0.5%	-$6.67K	0.27%	96
2020 Q4	$1.35M	Hold	41,145	–	–	0.27%	93
2020 Q3	$1.25M	Sell	41,145 -1,000	-2%	-$29.9K	0.28%	89
2020 Q2	$1.19M	Buy	42,145 +200	+0.5%	+$5.48K	0.29%	90
2020 Q1	$1.03M	Sell	41,945 -555	-1%	-$16.1K	0.32%	83
2019 Q4	$1.3M	Sell	42,500 -200	-0.5%	-$5.97K	0.29%	89
2019 Q3	$1.26M	Hold	42,700	–	–	0.32%	86
2019 Q2	$1.23M	Sell	42,700 -1,195	-3%	-$33.6K	0.27%	99
2019 Q1	$1.21M	Hold	43,895	–	–	0.26%	106
2018 Q4	$1.08M	Buy	+43,895	New	+$1.15M	0.45%	68
2018 Q2	–	Sell	-43,776	Closed	-$1.11M	–	234
2018 Q1	$1.11M	Buy	43,776 +234	+0.5%	+$6.14K	0.33%	108
2017 Q4	$1.15M	Buy	43,542 +1,275	+3%	+$32.6K	0.27%	118
2017 Q3	$1.04M	Sell	42,267 -183	-0.4%	-$4.45K	0.34%	97
2017 Q2	$1.02M	Buy	+42,450	New	+$1.02M	0.28%	109