Atria Wealth Solutions’s Invesco Dividend Achievers ETF PFM Stock Holding History

Atria Wealth Solutions’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	$269K	Sell	5,594 -230,018	-98%	-$10.5M	0.01%	1210
2025 Q1	$10.8M	Buy	235,612 +3,014	+1%	+$141K	0.13%	170
2024 Q4	$10.7M	Buy	232,598 +8,758	+4%	+$411K	0.12%	184
2024 Q3	$10.4M	Buy	223,840 +7,447	+3%	+$332K	0.11%	192
2024 Q2	$9.23M	Buy	216,393 +6,530	+3%	+$275K	0.1%	208
2024 Q1	$8.93M	Buy	209,863 +3,083	+1%	+$126K	0.1%	211
2023 Q4	$8.25M	Buy	206,780 +1,200	+0.6%	+$45.2K	0.1%	200
2023 Q3	$7.51M	Buy	205,580 +132,418	+181%	+$5.05M	0.11%	200
2023 Q2	$2.8M	Buy	+73,162	New	+$2.71M	0.04%	462

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

Atria Wealth Solutions's PFM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco Dividend Achievers ETF (PFM) stake by 98% in Q2 2025, selling an estimated $10.5M and leaving 5,594 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #1210.

Atria Wealth Solutions first reported a position in PFM in Q2 2023 and has held it in 9 quarters since. The position peaked at $10.8M in Q1 2025. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

Atria Wealth Solutions held 5,594 shares of Invesco Dividend Achievers ETF worth $269K as of Q2 2025.
Atria Wealth Solutions sold 230,018 Invesco Dividend Achievers ETF shares in Q2 2025, an estimated $10.5M.
Invesco Dividend Achievers ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1210 holding.
Atria Wealth Solutions first reported a position in Invesco Dividend Achievers ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's Invesco Dividend Achievers ETF position peaked at $10.8M in Q1 2025.
128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.