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 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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PFM Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco Dividend Achievers ETF (PFM) in Q1 2026: 2,520 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in PFM as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in PFM in Q2 2022 and has held it in 14 quarters since. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 2,520 shares of Invesco Dividend Achievers ETF worth $129K as of Q1 2026.
Invesco Dividend Achievers ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Invesco Dividend Achievers ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #376 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Dividend Achievers ETF in Q2 2022 and has held it in 14 quarters since.
135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.