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
2026 Q1	$1.2M	Buy	23,494 +14	+0.1%	+$737	0.12%	59
2025 Q4	$1.21M	Buy	23,480 +13	+0.1%	+$666	0.12%	55
2025 Q3	$1.19M	Buy	23,467 +13	+0.1%	+$642	0.12%	52
2025 Q2	$1.13M	Buy	23,454 +15	+0.1%	+$685	0.12%	54
2025 Q1	$1.07M	Buy	23,439 +15	+0.1%	+$701	0.13%	52
2024 Q4	$1.12M	Buy	23,424 +14	+0.1%	+$656	0.14%	50
2024 Q3	$1.09M	Buy	23,410 +14	+0.1%	+$625	0.15%	39
2024 Q2	$998K	Buy	23,396 +16	+0.1%	+$673	0.15%	39
2024 Q1	$995K	Buy	23,380 +16	+0.1%	+$656	0.15%	39
2023 Q4	$932K	Sell	23,364 -532	-2%	-$20.1K	0.16%	43
2023 Q3	$873K	Sell	23,896 -271	-1%	-$10.3K	0.17%	41
2023 Q2	$924K	Sell	24,167 -179	-0.7%	-$6.63K	0.19%	42
2023 Q1	$891K	Buy	24,346 +19	+0.1%	+$695	0.2%	41
2022 Q4	$888K	Buy	+24,327	New	+$870K	0.22%	40
2022 Q2	$831K	Buy	24,091 +123	+0.5%	+$4.49K	0.24%	48
2022 Q1	$922K	Buy	23,968 +113	+0.5%	+$4.3K	0.25%	43
2021 Q4	$948K	Buy	+23,855	New	+$914K	0.27%	41