AWM
PFM icon

AE Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

AE Wealth Management’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
Q1 		$1.28K Hold
25
– – ﹤0.01% 2501
2025
Q4 		$1.29K Hold
25
– – ﹤0.01% 2371
2025
Q3 		$1.27K Sell
25
-5
-17% -$247 ﹤0.01% 2202
2025
Q2 		$1.45K Hold
30
– – ﹤0.01% 2060
2025
Q1 		$1.37K Sell
30
-1,267
-98% -$59.2K ﹤0.01% 2055
2024
Q4 		$59.5K Buy
+1,297
New +$60.8K ﹤0.01% 1533
2021
Q1 		– Sell
-9,974
Closed -$328K – 1550
2020
Q4 		$328K Buy
+9,974
New +$317K ﹤0.01% 1109
2020
Q3 		– Sell
-31,806
Closed -$897K – 1353
2020
Q2 		$897K Buy
31,806
+4,143
+15% +$113K 0.01% 663
2020
Q1 		$682K Buy
+27,663
New +$803K 0.02% 588

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return