Stifel Financial’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	$599K	Buy	11,734 +71	+0.6%	+$3.74K	﹤0.01%	2755
2025 Q4	$601K	Sell	11,663 -2,068	-15%	-$106K	﹤0.01%	2761
2025 Q3	$697K	Buy	13,731 +4,290	+45%	+$212K	﹤0.01%	2608
2025 Q2	$455K	Sell	9,441 -10,068	-52%	-$460K	﹤0.01%	2834
2025 Q1	$893K	Sell	19,509 -644	-3%	-$30.1K	﹤0.01%	2309
2024 Q4	$924K	Sell	20,153 -102	-0.5%	-$4.78K	﹤0.01%	2297
2024 Q3	$943K	Buy	20,255 +9,387	+86%	+$419K	﹤0.01%	2267
2024 Q2	$464K	Buy	10,868 +349	+3%	+$14.7K	﹤0.01%	2671
2024 Q1	$448K	Buy	10,519 +2,129	+25%	+$87.2K	﹤0.01%	2682
2023 Q4	$335K	Sell	8,390 -567	-6%	-$21.4K	﹤0.01%	2786
2023 Q3	$327K	Buy	8,957 +573	+7%	+$21.8K	﹤0.01%	2745
2023 Q2	$321K	Buy	8,384 +2	+0%	+$74	﹤0.01%	2782
2023 Q1	$307K	Buy	8,382 +3	+0%	+$110	﹤0.01%	2798
2022 Q4	$306K	Buy	+8,379	New	+$300K	﹤0.01%	2753
2019 Q1	–	Sell	-20,387	Closed	-$503K	–	2837
2018 Q4	$503K	Buy	+20,387	New	+$536K	﹤0.01%	1935