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

Genesis 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
2025
Q2 		– Sell
-4,920
Closed -$225K – 63
2025
Q1 		$225K Sell
4,920
-944
-16% -$44.1K 0.18% 53
2024
Q4 		$269K Buy
+5,864
New +$275K 0.23% 49

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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

Genesis Wealth Advisors's PFM Position: Q2 2025 in Review

Genesis Wealth Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2025, closing a stake of 4,920 shares — an estimated $225K sold.

Genesis Wealth Advisors first reported a position in PFM in Q4 2024 and held it in 2 quarters. The position peaked at $269K in Q4 2024. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

  • Genesis Wealth Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Genesis Wealth Advisors sold 4,920 Invesco Dividend Achievers ETF shares in Q2 2025, an estimated $225K.
  • Genesis Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2024 and held it in 2 quarters.
  • Genesis Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $269K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on Genesis Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.