Atlas Private Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Atlas Private Wealth 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
2026 Q2	$2.28M	Sell	41,162 -1,725	-4%	-$93.5K	0.5%	36
2026 Q1	$2.19M	Sell	42,887 -2,268	-5%	-$119K	0.52%	36
2025 Q4	$2.33M	Sell	45,155 -2,401	-5%	-$123K	0.54%	37
2025 Q3	$2.41M	Sell	47,556 -50,355	-51%	-$2.49M	0.59%	34
2025 Q2	$4.72M	Sell	97,911 -12,020	-11%	-$549K	0.61%	35
2025 Q1	$5.03M	Sell	109,931 -9,290	-8%	-$434K	0.7%	31
2024 Q4	$5.47M	Sell	119,221 -8,761	-7%	-$411K	0.78%	22
2024 Q3	$5.96M	Sell	127,982 -11,748	-8%	-$524K	0.86%	22
2024 Q2	$5.96M	Buy	139,730 +48,270	+53%	+$2.03M	0.97%	20
2024 Q1	$3.89M	Sell	91,460 -391,366	-81%	-$16M	1.3%	19
2023 Q4	$19.3M	Sell	482,826 -454,845	-49%	-$17.1M	3.58%	10
2023 Q3	$34.3M	Buy	937,671 +87,870	+10%	+$3.35M	6.48%	4
2023 Q2	$32.5M	Buy	849,801 +460,807	+118%	+$17.1M	6.58%	5
2023 Q1	$14.2M	Buy	388,994 +51,556	+15%	+$1.89M	6.58%	5
2022 Q4	$12.3M	Buy	337,438 +47,935	+17%	+$1.71M	6.56%	4
2022 Q3	$9.36M	Buy	289,503 +41,690	+17%	+$1.48M	5.62%	4
2022 Q2	$8.55M	Buy	247,813 +241,340	+3,728%	+$8.82M	5.13%	4
2022 Q1	$249K	Sell	6,473 -20	-0.3%	-$762	0.11%	117
2021 Q4	$258K	Buy	6,493 +1,445	+29%	+$55.4K	0.12%	126
2021 Q3	$182K	Buy	5,048 +2,672	+112%	+$99.2K	0.1%	135
2021 Q2	$86K	Buy	2,376 +1,751	+280%	+$63.1K	0.05%	179
2021 Q1	$22K	Buy	+625	New	+$20.8K	0.01%	355

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Atlas Private Wealth Advisors's PFM Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Invesco Dividend Achievers ETF (PFM) stake by 4% in Q2 2026, selling an estimated $93.5K and leaving 41,162 shares worth $2.28M. The position accounts for 0.5% of the portfolio, ranked #36.

Atlas Private Wealth Advisors first reported a position in PFM in Q1 2021 and has held it in 22 quarters since. The position peaked at $34.3M in Q3 2023. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Atlas Private Wealth Advisors held 41,162 shares of Invesco Dividend Achievers ETF worth $2.28M as of Q2 2026.
Atlas Private Wealth Advisors sold 1,725 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $93.5K.
Invesco Dividend Achievers ETF made up 0.5% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Atlas Private Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
Atlas Private Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $34.3M in Q3 2023.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.