Eastern Bank’s Invesco Dividend Achievers ETF PFM Stock Holding History

Eastern Bank’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 Q2	$697K	Buy	12,569 +7,067	+128%	+$383K	0.01%	241
2026 Q1	$281K	Buy	5,502 +5,066	+1,162%	+$267K	﹤0.01%	333
2025 Q4	$22.5K	Buy	+436	New	+$22.3K	﹤0.01%	713

Other funds holding PFM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return