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Heritage Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-350
Closed -$16.1K – 630
2024
Q4 		$16.1K Buy
+350
New +$16.4K ﹤0.01% 403

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Advisors's PFM Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2025, closing a stake of 350 shares — an estimated $16.1K sold.

Heritage Wealth Advisors first reported a position in PFM in Q4 2024 and held it in 1 quarter. The position peaked at $16.1K in Q4 2024. 132 funds tracked by Wall St. Rank hold PFM as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 350 Invesco Dividend Achievers ETF shares in Q1 2025, an estimated $16.1K.
  • Heritage Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2024 and held it in 1 quarter.
  • Heritage Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $16.1K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.