Glen Eagle Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Glen Eagle 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 Q2	$15K	Buy	+270	New	+$14.6K	﹤0.01%	637
2025 Q4	–	Sell	-270	Closed	-$13.7K	–	1120
2025 Q3	$13.7K	Buy	+270	New	+$13.3K	﹤0.01%	638
2024 Q2	–	Sell	-270	Closed	-$11.5K	–	1187
2024 Q1	$11.5K	Hold	270	–	–	﹤0.01%	631
2023 Q4	$10.8K	Hold	270	–	–	﹤0.01%	623
2023 Q3	$9.86K	Hold	270	–	–	﹤0.01%	632
2023 Q2	$10.3K	Buy	+270	New	+$9.99K	﹤0.01%	629
2022 Q3	–	Sell	-270	Closed	-$9.32K	–	1125
2022 Q2	$9.32K	Buy	+270	New	+$9.87K	﹤0.01%	629

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Glen Eagle Advisors's PFM Position: Q2 2026 in Review

Glen Eagle Advisors opened a new position in Invesco Dividend Achievers ETF (PFM) in Q2 2026: 270 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Glen Eagle Advisors previously reported a position in PFM as recently as Q3 2025.

Glen Eagle Advisors first reported a position in PFM in Q2 2022 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Glen Eagle Advisors held 270 shares of Invesco Dividend Achievers ETF worth $15K as of Q2 2026.
Invesco Dividend Achievers ETF was a new Glen Eagle Advisors position in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #637 holding.
Glen Eagle Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2022 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.