FFN
PFM icon

Focus Financial Network’s Invesco Dividend Achievers ETF PFM Stock Holding History

Focus Financial Network’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 		$6.3M Buy
113,600
+326
+0.3% +$17.7K 0.2% 87
2026
Q1 		$5.79M Sell
113,274
-201
-0.2% -$10.6K 0.21% 83
2025
Q4 		$5.84M Buy
113,475
+259
+0.2% +$13.3K 0.2% 86
2025
Q3 		$5.74M Sell
113,216
-162
-0.1% -$8K 0.2% 81
2025
Q2 		$5.46M Buy
113,378
+459
+0.4% +$21K 0.22% 81
2025
Q1 		$5.17M Buy
112,919
+391
+0.3% +$18.3K 0.21% 81
2024
Q4 		$5.16M Sell
112,528
-4,449
-4% -$209K 0.21% 83
2024
Q3 		$5.45M Sell
116,977
-702
-0.6% -$31.3K 0.22% 80
2024
Q2 		$5.24M Buy
117,679
+4,228
+4% +$178K 0.22% 79
2024
Q1 		$4.59M Buy
113,451
+838
+0.7% +$34.3K 0.22% 82
2023
Q4 		$4.49M Buy
112,613
+4,366
+4% +$165K 0.17% 121
2023
Q3 		$3.95M Buy
108,247
+948
+0.9% +$36.1K 0.22% 91
2023
Q2 		$4.1M Buy
107,299
+4,172
+4% +$154K 0.23% 90
2023
Q1 		$3.77M Buy
103,127
+1,993
+2% +$72.9K 0.23% 95
2022
Q4 		$3.69M Buy
101,134
+2,274
+2% +$81.3K 0.3% 66
2022
Q3 		$3.2M Buy
98,860
+5,461
+6% +$194K 0.28% 76
2022
Q2 		$3.22M Buy
93,399
+6,380
+7% +$233K 0.27% 78
2022
Q1 		$3.35M Buy
+87,019
New +$3.31M 0.23% 83
2021
Q1 		– Sell
-69,124
Closed -$2.27M – 486
2020
Q4 		$2.27M Buy
69,124
+4,232
+7% +$135K 0.2% 98
2020
Q3 		$1.96M Buy
64,892
+650
+1% +$19.4K 0.18% 115
2020
Q2 		$1.81M Buy
+64,242
New +$1.76M 0.2% 101

Other funds holding PFM

NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWM
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 $59.8B AUM 29.42% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return