Arrow Investment Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Arrow Investment Advisors’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
2025 Q2	–	Sell	-76,005	Closed	-$3.48M	–	72
2025 Q1	$3.48M	Sell	76,005 -6,441	-8%	-$301K	3.68%	9
2024 Q4	$3.84M	Hold	82,446	–	–	3.57%	9
2024 Q3	$3.84M	Buy	+82,446	New	+$3.68M	3.57%	9
2019 Q1	–	Sell	-576,180	Closed	-$14.2M	–	78
2018 Q4	$14.2M	Buy	+576,180	New	+$15.2M	5.52%	6

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

Arrow Investment Advisors's PFM Position: Q2 2025 in Review

Arrow Investment Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2025, closing a stake of 76,005 shares — an estimated $3.48M sold.

Arrow Investment Advisors first reported a position in PFM in Q4 2018 and held it in 4 quarters. The position peaked at $14.2M in Q4 2018. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

Arrow Investment Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Arrow Investment Advisors sold 76,005 Invesco Dividend Achievers ETF shares in Q2 2025, an estimated $3.48M.
Arrow Investment Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2018 and held it in 4 quarters.
Arrow Investment Advisors's Invesco Dividend Achievers ETF position peaked at $14.2M in Q4 2018.
128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on Arrow Investment Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.