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

Congress 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 		$414K Buy
8,601
+13
+0.2% +$594 ﹤0.01% 979
2025
Q1 		$393K Buy
+8,588
New +$401K ﹤0.01% 878

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
CA
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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

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

Congress Wealth Management increased its Invesco Dividend Achievers ETF (PFM) stake by 0.15% in Q2 2025, buying an estimated $594 and bringing the position to 8,601 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Congress Wealth Management first reported a position in PFM in Q1 2025 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

  • Congress Wealth Management held 8,601 shares of Invesco Dividend Achievers ETF worth $414K as of Q2 2025.
  • Congress Wealth Management bought 13 Invesco Dividend Achievers ETF shares in Q2 2025, an estimated $594.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #979 holding.
  • Congress Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2025 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.