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Clearstead Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Clearstead 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
Q1 		$11.7M Sell
228,840
-186,112
-45% -$9.79M 0.12% 155
2025
Q4 		$21.4M Sell
414,952
-2,102
-0.5% -$108K 0.27% 81
2025
Q3 		$21.2M Sell
417,054
-9,212
-2% -$455K 0.31% 75
2025
Q2 		$20.5M Sell
426,266
-4,861
-1% -$222K 0.29% 80
2025
Q1 		$19.7M Sell
431,127
-8,504
-2% -$397K 0.31% 74
2024
Q4 		$20.2M Buy
439,631
+4,791
+1% +$225K 0.31% 78
2024
Q3 		$20.2M Buy
434,840
+8,811
+2% +$393K 0.32% 74
2024
Q2 		$18.2M Buy
+426,029
New +$17.9M 0.31% 71

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return