Dorsey Wright & Associates’s Invesco Dividend Achievers ETF PFM Stock Holding History

Dorsey Wright & Associates’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	-48,361	Closed	-$2.21M	–	148
2025 Q1	$2.21M	Sell	48,361 -1,170	-2%	-$54.7K	0.56%	81
2024 Q4	$2.27M	Sell	49,531 -498	-1%	-$23.3K	0.54%	82
2024 Q3	$2.33M	Buy	+50,029	New	+$2.23M	0.55%	82
2019 Q1	–	Sell	-142,168	Closed	-$3.51M	–	316
2018 Q4	$3.51M	Buy	+142,168	New	+$3.74M	1.05%	45

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

Dorsey Wright & Associates's PFM Position: Q2 2025 in Review

Dorsey Wright & Associates sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2025, closing a stake of 48,361 shares — an estimated $2.21M sold.

Dorsey Wright & Associates first reported a position in PFM in Q4 2018 and held it in 4 quarters. The position peaked at $3.51M in Q4 2018. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

Dorsey Wright & Associates reported no remaining Invesco Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Dorsey Wright & Associates sold 48,361 Invesco Dividend Achievers ETF shares in Q2 2025, an estimated $2.21M.
Dorsey Wright & Associates first reported a position in Invesco Dividend Achievers ETF in Q4 2018 and held it in 4 quarters.
Dorsey Wright & Associates's Invesco Dividend Achievers ETF position peaked at $3.51M in Q4 2018.
128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on Dorsey Wright & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.