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Good Life Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Good Life 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 		$348K Buy
7,234
+905
+14% +$41.3K 0.02% 367
2025
Q1 		$290K Buy
6,329
+190
+3% +$8.88K 0.02% 390
2024
Q4 		$282K Sell
6,139
-5,759
-48% -$270K 0.02% 383
2024
Q3 		$554K Buy
11,898
+5,955
+100% +$266K 0.03% 318
2024
Q2 		$254K Sell
5,943
-1,339
-18% -$56.3K 0.02% 388
2024
Q1 		$310K Sell
7,282
-1,515
-17% -$62.1K 0.03% 342
2023
Q4 		$351K Sell
8,797
-594
-6% -$22.4K 0.03% 301
2023
Q3 		$343K Sell
9,391
-302
-3% -$11.5K 0.04% 276
2023
Q2 		$371K Buy
9,693
+1,386
+17% +$51.3K 0.04% 271
2023
Q1 		$304K Sell
8,307
-80
-1% -$2.93K 0.04% 294
2022
Q4 		$306K Sell
8,387
-5,039
-38% -$180K 0.04% 270
2022
Q3 		$434K Sell
13,426
-4,664
-26% -$166K 0.06% 206
2022
Q2 		$624K Sell
18,090
-276,465
-94% -$10.1M 0.09% 170
2022
Q1 		$11.3M Sell
294,555
-12,295
-4% -$468K 1.41% 15
2021
Q4 		$12.2M Buy
306,850
+6,722
+2% +$258K 1.48% 14
2021
Q3 		$10.8M Buy
300,128
+14,505
+5% +$538K 1.47% 15
2021
Q2 		$10.4M Buy
285,623
+14,547
+5% +$524K 1.96% 9
2021
Q1 		$9.38M Buy
271,076
+30,271
+13% +$1.01M 1.9% 9
2020
Q4 		$7.92M Buy
240,805
+7,426
+3% +$236K 1.86% 10
2020
Q3 		$7.07M Buy
+233,379
New +$6.98M 1.93% 10

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 $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 $10.6B AUM 24.87% 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 $8.3B AUM 27.66% 1-Year Est. Return

Good Life Advisors's PFM Position: Q2 2025 in Review

Good Life Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 14% in Q2 2025, buying an estimated $41.3K and bringing the position to 7,234 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #367.

Good Life Advisors first reported a position in PFM in Q3 2020 and has held it in 20 quarters since. The position peaked at $12.2M in Q4 2021. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

  • Good Life Advisors held 7,234 shares of Invesco Dividend Achievers ETF worth $348K as of Q2 2025.
  • Good Life Advisors bought 905 Invesco Dividend Achievers ETF shares in Q2 2025, an estimated $41.3K.
  • Invesco Dividend Achievers ETF made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #367 holding.
  • Good Life Advisors first reported a position in Invesco Dividend Achievers ETF in Q3 2020 and has held it in 20 quarters since.
  • Good Life Advisors's Invesco Dividend Achievers ETF position peaked at $12.2M in Q4 2021.
  • 128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.