Farther Finance Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Farther Finance 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 Q1	$194K	Hold	3,786	–	–	﹤0.01%	2041
2025 Q4	$195K	Hold	3,786	–	–	﹤0.01%	1927
2025 Q3	$192K	Sell	3,786 -205	-5%	-$10.1K	﹤0.01%	1629
2025 Q2	$192K	Hold	3,991	–	–	﹤0.01%	1413
2025 Q1	$182K	Hold	3,991	–	–	﹤0.01%	1271
2024 Q4	$183K	Hold	3,991	–	–	0.01%	1026
2024 Q3	$186K	Hold	3,991	–	–	0.01%	1019
2024 Q2	$170K	Hold	3,991	–	–	0.01%	910
2024 Q1	$169K	Hold	3,991	–	–	0.01%	742
2023 Q4	$159K	Hold	3,991	–	–	0.01%	632
2023 Q3	$146K	Hold	3,991	–	–	0.02%	446
2023 Q2	$153K	Hold	3,991	–	–	0.03%	361
2023 Q1	$146K	Hold	3,991	–	–	0.04%	312
2022 Q4	$146K	Buy	+3,991	New	+$143K	0.06%	263

Other funds holding PFM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

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