INVESCO EXCHANGE TRADED FD T

Ticker: PFM CUSIP: 46137V506 Class: DIVID ACHIEVEV

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 39,965 Value ($000) $2,058 Avg Close Range
Q3 2025
Shares 39,964 Value ($000) $2,028 Avg Close Range
Q2 2025
Shares 40,030 Value ($000) $1,928 Avg Close Range
Q1 2025
Shares 40,300 Value ($000) $1,845 Avg Close Range
Q4 2024
Shares 40,300 Value ($000) $1,848 Avg Close Range
Q3 2024
Shares 40,480 Value ($000) $1,884 Avg Close Range
Q2 2024
Shares 40,480 Value ($000) $1,727 Avg Close Range
Q1 2024
Shares 40,480 Value ($000) $1,723 Avg Close Range
Q4 2023
Shares 40,480 Value ($000) $1,615 Avg Close Range
Q3 2023
Shares 40,610 Value ($000) $1,483 Avg Close Range
Q2 2023
Shares 40,725 Value ($000) $1,557 Avg Close Range
Q1 2023
Shares 40,725 Value ($000) $1,491 Avg Close Range
Q4 2022
Shares 40,725 Value ($000) $1,487 Avg Close Range
Q3 2022
Shares 40,910 Value ($000) $1,323 Avg Close Range
Q2 2022
Shares 40,910 Value ($000) $1,412 Avg Close Range
Q1 2022
Shares 40,910 Value ($000) $1,573 Avg Close Range
Q4 2021
Shares 40,910 Value ($000) $1,625 Avg Close Range
Q3 2021
Shares 40,910 Value ($000) $1,471 Avg Close Range
Q2 2021
Shares 40,910 Value ($000) $1,484 Avg Close Range
Q1 2021
Shares 40,945 Value ($000) $1,416 Avg Close Range
Q4 2020
Shares 41,145 Value ($000) $1,353 Avg Close Range
Q3 2020
Shares 41,145 Value ($000) $1,245 Avg Close Range
Q2 2020
Shares 42,145 Value ($000) $1,188 Avg Close Range
Q1 2020
Shares 41,945 Value ($000) $1,034 Avg Close Range
Q4 2019
Shares 42,500 Value ($000) $1,305 Avg Close Range
Q3 2019
Shares 42,700 Value ($000) $1,262 Avg Close Range
Q2 2019
Shares 42,700 Value ($000) $1,225 Avg Close Range
Q1 2019
Shares 43,895 Value ($000) $1,214 Avg Close Range
Q4 2018
Shares 43,895 Value ($000) $1,084 Avg Close Range