EP Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

EP Wealth 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 Q2	$823K	Hold	14,832	–	–	﹤0.01%	818
2026 Q1	$758K	Sell	14,832 -164	-1%	-$8.63K	﹤0.01%	730
2025 Q4	$772K	Buy	+14,996	New	+$768K	﹤0.01%	699
2025 Q2	$368K	Sell	7,631 -1,440	-16%	-$65.8K	﹤0.01%	916
2025 Q1	$415K	Hold	9,071	–	–	﹤0.01%	774
2024 Q4	$416K	Sell	9,071 -1,444	-14%	-$67.7K	﹤0.01%	751
2024 Q3	$489K	Hold	10,515	–	–	﹤0.01%	702
2024 Q2	$449K	Hold	10,515	–	–	﹤0.01%	562
2024 Q1	$448K	Sell	10,515 -360	-3%	-$14.8K	0.01%	532
2023 Q4	$434K	Sell	10,875 -7,470	-41%	-$282K	0.01%	520
2023 Q3	$670K	Buy	18,345 +16,860	+1,135%	+$643K	0.01%	402
2023 Q2	$750K	Sell	1,485 -11,374	-88%	-$421K	0.01%	378
2023 Q1	$401K	Sell	12,859 -7,964	-38%	-$291K	0.01%	435
2022 Q4	$760K	Sell	20,823 -2,100	-9%	-$75.1K	0.01%	324
2022 Q3	$741K	Hold	22,923	–	–	0.02%	256
2022 Q2	$791K	Sell	22,923 -925	-4%	-$33.8K	0.02%	291
2022 Q1	$917K	Hold	23,848	–	–	0.02%	287
2021 Q4	$947K	Hold	23,848	–	–	0.02%	265
2021 Q3	$858K	Hold	23,848	–	–	0.02%	262
2021 Q2	$865K	Hold	23,848	–	–	0.02%	262
2021 Q1	$825K	Buy	+23,848	New	+$795K	0.03%	253

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

EP Wealth Advisors's PFM Position: Q2 2026 in Review

EP Wealth Advisors held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 14,832 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

EP Wealth Advisors first reported a position in PFM in Q1 2021 and has held it in 21 quarters since. The position peaked at $947K in Q4 2021. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

EP Wealth Advisors held 14,832 shares of Invesco Dividend Achievers ETF worth $823K as of Q2 2026.
EP Wealth Advisors left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #818 holding.
EP Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q1 2021 and has held it in 21 quarters since.
EP Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $947K in Q4 2021.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.