Avantax Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

Avantax Advisory Services’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	$1.58M	Sell	32,700 -5,931	-15%	-$271K	0.01%	917
2025 Q1	$1.77M	Buy	38,631 +1,093	+3%	+$51.1K	0.01%	799
2024 Q4	$1.72M	Buy	37,538 +1,296	+4%	+$60.8K	0.01%	782
2024 Q3	$1.69M	Buy	36,242 +320	+0.9%	+$14.3K	0.01%	781
2024 Q2	$1.53M	Buy	35,922 +1,300	+4%	+$54.7K	0.01%	767
2024 Q1	$1.47M	Buy	34,622 +5,398	+18%	+$221K	0.01%	630
2023 Q4	$1.17M	Sell	29,224 -39,497	-57%	-$1.49M	0.01%	661
2023 Q3	$2.51M	Buy	68,721 +2,155	+3%	+$82.1K	0.03%	397
2023 Q2	$2.54M	Buy	66,566 +4,221	+7%	+$156K	0.03%	388
2023 Q1	$2.28M	Buy	62,345 +3,919	+7%	+$143K	0.03%	406
2022 Q4	$2.13M	Buy	58,426 +39,126	+203%	+$1.4M	0.03%	408
2022 Q3	$624K	Buy	19,300 +1,242	+7%	+$44.2K	0.01%	689
2022 Q2	$623K	Sell	18,058 -5,176	-22%	-$189K	0.01%	694
2022 Q1	$894K	Sell	23,234 -147,190	-86%	-$5.61M	0.01%	578
2021 Q4	$6.77M	Buy	170,424 +1,368	+0.8%	+$52.4K	0.1%	153
2021 Q3	$6.08M	Buy	169,056 +23,851	+16%	+$885K	0.1%	155
2021 Q2	$5.28M	Buy	145,205 +24,052	+20%	+$867K	0.1%	165
2021 Q1	$4.19M	Buy	+121,153	New	+$4.04M	0.09%	174
2020 Q4	–	Sell	-12,041	Closed	-$364K	–	1235
2020 Q3	$364K	Buy	12,041 +4,681	+64%	+$140K	0.01%	936
2020 Q2	$207K	Buy	+7,360	New	+$202K	0.01%	778

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

Avantax Advisory Services's PFM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco Dividend Achievers ETF (PFM) stake by 15% in Q2 2025, selling an estimated $271K and leaving 32,700 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #917.

Avantax Advisory Services first reported a position in PFM in Q2 2020 and has held it in 20 quarters since. The position peaked at $6.77M in Q4 2021. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

Avantax Advisory Services held 32,700 shares of Invesco Dividend Achievers ETF worth $1.58M as of Q2 2025.
Avantax Advisory Services sold 5,931 Invesco Dividend Achievers ETF shares in Q2 2025, an estimated $271K.
Invesco Dividend Achievers ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #917 holding.
Avantax Advisory Services first reported a position in Invesco Dividend Achievers ETF in Q2 2020 and has held it in 20 quarters since.
Avantax Advisory Services's Invesco Dividend Achievers ETF position peaked at $6.77M in Q4 2021.
128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.