HIM
PFM icon

Hanlon Investment Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Hanlon Investment Management’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 		– Sell
-10,364
Closed -$474K – 184
2025
Q1 		$474K Sell
10,364
-1,258
-11% -$58.8K 0.36% 94
2024
Q4 		$533K Sell
11,622
-399
-3% -$18.7K 0.15% 101
2024
Q3 		$560K Buy
+12,021
New +$536K 0.16% 92

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 $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Hanlon Investment Management's PFM Position: Q2 2025 in Review

Hanlon Investment Management sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2025, closing a stake of 10,364 shares — an estimated $474K sold.

Hanlon Investment Management first reported a position in PFM in Q3 2024 and held it in 3 quarters. The position peaked at $560K in Q3 2024. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

  • Hanlon Investment Management reported no remaining Invesco Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Hanlon Investment Management sold 10,364 Invesco Dividend Achievers ETF shares in Q2 2025, an estimated $474K.
  • Hanlon Investment Management first reported a position in Invesco Dividend Achievers ETF in Q3 2024 and held it in 3 quarters.
  • Hanlon Investment Management's Invesco Dividend Achievers ETF position peaked at $560K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on Hanlon Investment Management's 13F filing for Q2 2025, filed 31 Jul 2025.