Axxcess Wealth Management
PFM icon

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

Axxcess 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
2025
Q2 		– Sell
-8,165
Closed -$374K – 915
2025
Q1 		$374K Buy
8,165
+22
+0.3% +$1.03K 0.01% 613
2024
Q4 		$373K Buy
+8,143
New +$382K 0.01% 613

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Axxcess Wealth Management's PFM Position: Q2 2025 in Review

Axxcess Wealth Management sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2025, closing a stake of 8,165 shares — an estimated $374K sold.

Axxcess Wealth Management first reported a position in PFM in Q4 2024 and held it in 2 quarters. The position peaked at $374K in Q1 2025. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Invesco Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,165 Invesco Dividend Achievers ETF shares in Q2 2025, an estimated $374K.
  • Axxcess Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q4 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Invesco Dividend Achievers ETF position peaked at $374K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.