Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $235K | Sell |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $236K | Sell |
|
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|
2024
Q4 | $891K | Sell |
|
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|
2024
Q3 | $929K | Sell |
|
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|
2024
Q2 | $874K | Buy |
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|
2024
Q1 | $333K | Buy |
|
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $1.04M | Buy |
|
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $784K | Buy |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $536K | Buy |
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|
2021
Q1 | $315K | Buy |
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