Mercer Global Advisors’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
2026 Q1	$489K	Buy	9,578 +3,867	+68%	+$203K	﹤0.01%	2003
2025 Q4	$294K	Buy	5,711 +525	+10%	+$26.9K	﹤0.01%	2244
2025 Q3	$263K	Hold	5,186	–	–	﹤0.01%	2187
2025 Q2	$250K	Sell	5,186 -5	-0.1%	-$228	﹤0.01%	1957
2025 Q1	$238K	Sell	5,191 -1,514	-23%	-$70.8K	﹤0.01%	1874
2024 Q4	$307K	Sell	6,705 -1,258	-16%	-$59K	﹤0.01%	1725
2024 Q3	$369K	Buy	7,963 +89	+1%	+$3.97K	﹤0.01%	1518
2024 Q2	$336K	Buy	7,874 +23	+0.3%	+$967	﹤0.01%	1524
2024 Q1	$334K	Buy	7,851 +1,299	+20%	+$53.2K	﹤0.01%	1506
2023 Q4	$261K	Sell	6,552 -834	-11%	-$31.4K	﹤0.01%	1699
2023 Q3	$270K	Buy	7,386 +885	+14%	+$33.7K	﹤0.01%	1598
2023 Q2	$249K	Sell	6,501 -4,940	-43%	-$183K	﹤0.01%	1621
2023 Q1	$419K	Sell	11,441 -20	-0.2%	-$732	﹤0.01%	1300
2022 Q4	$419K	Sell	11,461 -4,694	-29%	-$168K	﹤0.01%	1293
2022 Q3	$522K	Buy	16,155 +24	+0.1%	+$854	﹤0.01%	1115
2022 Q2	$557K	Buy	16,131 +26	+0.2%	+$950	﹤0.01%	1088
2022 Q1	$619K	Buy	+16,105	New	+$614K	﹤0.01%	1130