Koshinski Asset Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Koshinski Asset 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	$724K	Hold	14,170	–	–	0.05%	340
2025 Q4	$730K	Hold	14,170	–	–	0.05%	331
2025 Q3	$719K	Hold	14,170	–	–	0.05%	340
2025 Q2	$683K	Hold	14,170	–	–	0.05%	337
2025 Q1	$649K	Hold	14,170	–	–	0.06%	327
2024 Q4	$650M	Hold	14,170	–	–	0.06%	317
2024 Q3	$660K	Hold	14,170	–	–	0.06%	315
2024 Q2	$609K	Sell	14,170 -4,455	-24%	-$187K	0.06%	300
2024 Q1	$793K	Sell	18,625 -9,715	-34%	-$398K	0.08%	245
2023 Q4	$1.13M	Buy	28,340 +14,170	+100%	+$534K	0.17%	165
2023 Q3	$518K	Hold	14,170	–	–	0.06%	312
2023 Q2	$542K	Sell	14,170 -9,715	-41%	-$360K	0.06%	325
2023 Q1	$874K	Hold	23,885	–	–	0.09%	228
2022 Q4	$872K	Hold	23,885	–	–	0.08%	252
2022 Q3	$772K	Hold	23,885	–	–	0.09%	254
2022 Q2	$824K	Hold	23,885	–	–	0.08%	269
2022 Q1	$918K	Hold	23,885	–	–	0.08%	268
2021 Q4	$949K	Sell	23,885 -4,455	-16%	-$171K	0.08%	269
2021 Q3	$1.02M	Buy	28,340 +14,170	+100%	+$526K	0.09%	254
2021 Q2	$514K	Sell	14,170 -14,170	-50%	-$511K	0.06%	323
2021 Q1	$980K	Hold	28,340	–	–	0.1%	228
2020 Q4	$932K	Hold	28,340	–	–	0.12%	201
2020 Q3	$898	Hold	28,340	–	–	0.12%	193
2020 Q2	$799K	Hold	28,340	–	–	0.13%	195
2020 Q1	$699K	Hold	28,340	–	–	0.15%	185
2019 Q4	$868K	Buy	+28,340	New	+$846K	0.15%	210
2019 Q3	–	Sell	-27,000	Closed	-$774K	–	234
2019 Q2	$774K	Sell	27,000 -1,340	-5%	-$37.7K	0.31%	102
2019 Q1	$784	Hold	28,340	–	–	0.21%	138
2018 Q4	$700K	Hold	28,340	–	–	0.17%	171
2018 Q3	$780K	Buy	28,340 +13,520	+91%	+$364K	0.11%	243
2018 Q2	$380K	Hold	14,820	–	–	0.12%	247
2018 Q1	$376K	Hold	14,820	–	–	0.12%	248
2017 Q4	$392K	Hold	14,820	–	–	0.1%	290
2017 Q3	$365K	Hold	14,820	–	–	0.12%	254
2017 Q2	$357K	Hold	14,820	–	–	0.13%	239
2017 Q1	$352K	Hold	14,820	–	–	0.14%	217
2016 Q4	$339K	Hold	14,820	–	–	0.17%	197
2016 Q3	$336K	Hold	14,820	–	–	0.17%	196
2016 Q2	$336K	Buy	+14,820	New	+$325K	0.18%	180