J.W. Cole Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
34,346
+201
| +0.6% | +$9.68K | 0.04% | 489 |
|
|
2025
Q1 | $1.56M | Buy |
34,145
+3,055
| +10% | +$140K | 0.05% | 384 |
|
|
2024
Q4 | $1.43M | Sell |
31,090
-1,041
| -3% | -$47.7K | 0.06% | 327 |
|
|
2024
Q3 | $1.5M | Sell |
32,131
-771
| -2% | -$35.9K | 0.06% | 304 |
|
|
2024
Q2 | $1.4M | Buy |
32,902
+946
| +3% | +$40.4K | 0.07% | 283 |
|
|
2024
Q1 | $1.36M | Buy |
+31,956
| New | +$1.36M | 0.07% | 276 |
|