Guardian Wealth Advisors (North Carolina)’s Invesco Dividend Achievers ETF PFM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-2,520	Closed	-$129K	–	524
2026 Q1	$129K	Buy	+2,520	New	+$133K	0.01%	376
2025 Q3	–	Sell	-2,520	Closed	-$121K	–	484
2025 Q2	$121K	Hold	2,520	–	–	0.01%	354
2025 Q1	$115K	Hold	2,520	–	–	0.01%	342
2024 Q4	$116K	Hold	2,520	–	–	0.01%	331
2024 Q3	$117K	Hold	2,520	–	–	0.01%	277
2024 Q2	$108K	Hold	2,520	–	–	0.01%	268
2024 Q1	$107K	Hold	2,520	–	–	0.01%	283
2023 Q4	$101K	Hold	2,520	–	–	0.02%	267
2023 Q3	$92.1K	Hold	2,520	–	–	0.02%	263
2023 Q2	$96.3K	Buy	2,520 +2,500	+12,500%	+$92.5K	0.02%	250
2023 Q1	$732	Hold	20	–	–	﹤0.01%	397
2022 Q4	$730	Hold	20	–	–	﹤0.01%	362
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	336
2022 Q2	$1K	Buy	+20	New	+$731	﹤0.01%	343

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

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

Guardian Wealth Advisors (North Carolina)'s PFM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2026, closing a stake of 2,520 shares — an estimated $129K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PFM in Q2 2022 and held it in 14 quarters. The position peaked at $129K in Q1 2026. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,520 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $129K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Dividend Achievers ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco Dividend Achievers ETF position peaked at $129K in Q1 2026.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.