Jones Financial Companies’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Buy |
139,855
+29,733
| +27% | +$1.42M | 0.01% | 435 |
|
|
2025
Q1 | $4.99M | Buy |
110,122
+41,944
| +62% | +$1.9M | ﹤0.01% | 424 |
|
|
2024
Q4 | $3.13M | Buy |
68,178
+41,514
| +156% | +$1.9M | ﹤0.01% | 457 |
|
|
2024
Q3 | $1.23M | Buy |
26,664
+17,316
| +185% | +$802K | ﹤0.01% | 551 |
|
|
2024
Q2 | $399K | Buy |
9,348
+7,596
| +434% | +$324K | ﹤0.01% | 621 |
|
|
2024
Q1 | $74.6K | Buy |
+1,752
| New | +$74.6K | ﹤0.01% | 655 |
|