EAM
PFM icon

Everstar Asset Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Everstar Asset 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
2026
Q1 		$3.6M Buy
70,354
+7,424
+12% +$391K 1.91% 5
2025
Q4 		$3.24M Buy
62,930
+5,997
+11% +$307K 1.74% 5
2025
Q3 		$2.89M Buy
56,933
+3,964
+7% +$196K 1.64% 6
2025
Q2 		$2.55M Buy
52,969
+1,856
+4% +$84.7K 1.56% 11
2025
Q1 		$2.34M Buy
51,113
+9,092
+22% +$425K 1.55% 11
2024
Q4 		$1.93M Buy
42,021
+568
+1% +$26.6K 1.36% 16
2024
Q3 		$1.93M Buy
+41,453
New +$1.85M 1.32% 15

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B 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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Everstar Asset Management's PFM Position: Q1 2026 in Review

Everstar Asset Management increased its Invesco Dividend Achievers ETF (PFM) stake by 12% in Q1 2026, buying an estimated $391K and bringing the position to 70,354 shares worth $3.6M. The position accounts for 1.91% of the portfolio, ranked #5.

Everstar Asset Management first reported a position in PFM in Q3 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • Everstar Asset Management held 70,354 shares of Invesco Dividend Achievers ETF worth $3.6M as of Q1 2026.
  • Everstar Asset Management bought 7,424 Invesco Dividend Achievers ETF shares in Q1 2026, an estimated $391K.
  • Invesco Dividend Achievers ETF made up 1.91% of Everstar Asset Management's portfolio in Q1 2026, its #5 holding.
  • Everstar Asset Management first reported a position in Invesco Dividend Achievers ETF in Q3 2024 and has held it in 7 quarters since.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.