FPCP
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Fort Point Capital Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History

Fort Point Capital Partners’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
2025
Q3 		– Sell
-22,946
Closed -$1.11M – 295
2025
Q2 		$1.11M Buy
22,946
+58
+0.3% +$2.65K 0.08% 139
2025
Q1 		$1.05M Buy
22,888
+18
+0.1% +$841 0.12% 120
2024
Q4 		$1.05M Buy
22,870
+17
+0.1% +$797 0.11% 122
2024
Q3 		$1.06M Sell
22,853
-143
-0.6% -$6.38K 0.13% 103
2024
Q2 		$981K Buy
22,996
+20
+0.1% +$841 0.12% 117
2024
Q1 		$978K Buy
22,976
+19
+0.1% +$779 0.13% 122
2023
Q4 		$916K Buy
22,957
+23
+0.1% +$867 0.13% 111
2023
Q3 		$838K Sell
22,934
-68
-0.3% -$2.59K 0.13% 105
2023
Q2 		$879K Buy
23,002
+2,940
+15% +$109K 0.12% 107
2023
Q1 		$734K Buy
20,062
+2,008
+11% +$73.5K 0.11% 127
2022
Q4 		$659K Buy
18,054
+601
+3% +$21.5K 0.1% 136
2022
Q3 		$564K Buy
17,453
+1,875
+12% +$66.7K 0.09% 144
2022
Q2 		$538K Buy
15,578
+3,410
+28% +$125K 0.09% 153
2022
Q1 		$468K Buy
12,168
+1,562
+15% +$59.5K 0.07% 180
2021
Q4 		$421K Sell
10,606
-140
-1% -$5.36K 0.06% 183
2021
Q3 		$386K Buy
+10,746
New +$399K 0.06% 167

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Fort Point Capital Partners's PFM Position: Q3 2025 in Review

Fort Point Capital Partners sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2025, closing a stake of 22,946 shares — an estimated $1.11M sold.

Fort Point Capital Partners first reported a position in PFM in Q3 2021 and held it in 16 quarters. The position peaked at $1.11M in Q2 2025. 121 funds tracked by Wall St. Rank hold PFM as of Q3 2025.

  • Fort Point Capital Partners reported no remaining Invesco Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 22,946 Invesco Dividend Achievers ETF shares in Q3 2025, an estimated $1.11M.
  • Fort Point Capital Partners first reported a position in Invesco Dividend Achievers ETF in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's Invesco Dividend Achievers ETF position peaked at $1.11M in Q2 2025.
  • 121 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.