NFP Retirement Inc’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	$5.81M	Sell	113,619 -1,207	-1%	-$63.5K	0.35%	53
2025 Q4	$5.91M	Buy	114,826 +109	+0.1%	+$5.58K	0.36%	51
2025 Q3	$5.82M	Sell	114,717 -91	-0.1%	-$4.49K	0.37%	51
2025 Q2	$5.53M	Sell	114,808 -500	-0.4%	-$22.8K	0.37%	52
2025 Q1	$5.28M	Buy	115,308 +3,986	+4%	+$186K	0.42%	40
2024 Q4	$5.11M	Sell	111,322 -800	-0.7%	-$37.5K	0.4%	43
2024 Q3	$5.22M	Buy	112,122 +2,709	+2%	+$121K	0.42%	39
2024 Q2	$4.67M	Buy	109,413 +12,687	+13%	+$533K	0.39%	44
2024 Q1	$4.12M	Buy	96,726 +7,813	+9%	+$320K	0.35%	45
2023 Q4	$3.55M	Buy	88,913 +7,200	+9%	+$271K	0.6%	38
2023 Q3	$2.98M	Buy	81,713 +300	+0.4%	+$11.4K	0.57%	41
2023 Q2	$3.11M	Buy	81,413 +15,200	+23%	+$563K	0.58%	44
2023 Q1	$2.42M	Buy	66,213 +2,100	+3%	+$76.8K	0.48%	49
2022 Q4	$2.34M	Hold	64,113	–	–	0.51%	53
2022 Q3	$2.07M	Buy	64,113 +3,905	+6%	+$139K	0.51%	54
2022 Q2	$2.08M	Hold	60,208	–	–	0.53%	52
2022 Q1	$2.31M	Buy	+60,208	New	+$2.29M	0.55%	50