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Haverford Trust Company’s Invesco Dividend Achievers ETF PFM Stock Holding History

Haverford Trust Company’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 		$213K Hold
4,170
– – ﹤0.01% 406
2025
Q4 		$215K Hold
4,170
– – ﹤0.01% 400
2025
Q3 		$212K Hold
4,170
– – ﹤0.01% 387
2025
Q2 		$201K Buy
+4,170
New +$190K ﹤0.01% 400

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
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

Haverford Trust Company's PFM Position: Q1 2026 in Review

Haverford Trust Company held its Invesco Dividend Achievers ETF (PFM) position steady in Q1 2026 at 4,170 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Haverford Trust Company first reported a position in PFM in Q2 2025 and has held it in 4 quarters since. The position peaked at $215K in Q4 2025. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • Haverford Trust Company held 4,170 shares of Invesco Dividend Achievers ETF worth $213K as of Q1 2026.
  • Haverford Trust Company left its Invesco Dividend Achievers ETF share count unchanged in Q1 2026.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #406 holding.
  • Haverford Trust Company first reported a position in Invesco Dividend Achievers ETF in Q2 2025 and has held it in 4 quarters since.
  • Haverford Trust Company's Invesco Dividend Achievers ETF position peaked at $215K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.