Strategies Wealth 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
2025
Q2
$1.13M Buy
2025
Q1
$1.07M Buy
2024
Q4
$1.12M Buy
2024
Q3
$1.09M Buy
2024
Q2
$998K Buy
2024
Q1
$995K Buy
2023
Q4
$932K Sell
2023
Q3
$873K Sell
2023
Q2
$924K Sell
2023
Q1
$891K Buy
2022
Q4
$888K Buy
2022
Q2
$831K Buy
2022
Q1
$922K Buy
2021
Q4
$948K Buy