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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
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Glen Eagle Advisors's PFM Position: Q4 2025 in Review

Glen Eagle Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2025, closing a stake of 270 shares — an estimated $13.7K sold.

Glen Eagle Advisors first reported a position in PFM in Q2 2022 and held it in 6 quarters. The position peaked at $13.7K in Q3 2025. 129 funds tracked by Wall St. Rank hold PFM as of Q4 2025.

  • Glen Eagle Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Glen Eagle Advisors sold 270 Invesco Dividend Achievers ETF shares in Q4 2025, an estimated $13.7K.
  • Glen Eagle Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2022 and held it in 6 quarters.
  • Glen Eagle Advisors's Invesco Dividend Achievers ETF position peaked at $13.7K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2025.

Based on Glen Eagle Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.