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

Koshinski Asset Management’s Portfolio PFM Stock Details PFM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	-$191K	0.06%	300
2024 Q1	$793K	Sell	18,625 -9,715	-34%	-$414K	0.08%	245
2023 Q4	$1.13M	Buy	28,340 +14,170	+100%	+$565K	0.17%	165
2023 Q3	$518K	Hold	14,170	–	–	0.06%	312
2023 Q2	$542K	Sell	14,170 -9,715	-41%	-$371K	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%	-$177K	0.08%	269
2021 Q3	$1.02M	Buy	28,340 +14,170	+100%	+$510K	0.09%	254
2021 Q2	$514K	Sell	14,170 -14,170	-50%	-$514K	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	+$868K	0.15%	210
2019 Q3	–	Sell	-27,000	Closed	-$774K	–	234
2019 Q2	$774K	Sell	27,000 -1,340	-5%	-$38.4K	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%	+$372K	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	+$336K	0.18%	180