Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$233K	Sell	4,154 -146	-3%	-$7.91K	﹤0.01%	3447
2026 Q1	$221K	Sell	4,300 -5,672	-57%	-$298K	﹤0.01%	3063
2025 Q4	$523K	Sell	9,972 -175	-2%	-$8.96K	﹤0.01%	2443
2025 Q3	$518K	Hold	10,147	–	–	﹤0.01%	2338
2025 Q2	$496K	Buy	10,147 +1,501	+17%	+$68.5K	﹤0.01%	2236
2025 Q1	$396K	Sell	8,646 -1,954	-18%	-$91.3K	﹤0.01%	2217
2024 Q4	$486K	Buy	10,600 +1,291	+14%	+$60.5K	﹤0.01%	2015
2024 Q3	$433K	Sell	9,309 -552	-6%	-$24.6K	﹤0.01%	1917
2024 Q2	$421K	Hold	9,861	–	–	﹤0.01%	1749
2024 Q1	$420K	Sell	9,861 -3,993	-29%	-$164K	﹤0.01%	1696
2023 Q4	$553K	Hold	13,854	–	–	﹤0.01%	1441
2023 Q3	$506K	Buy	+13,854	New	+$528K	﹤0.01%	1417

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