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

IBEX 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
2026 Q2	$356K	Sell	6,428 -2,050	-24%	-$111K	0.03%	177
2026 Q1	$433K	Buy	+8,478	New	+$446K	0.04%	161
2025 Q4	–	Sell	-8,439	Closed	-$428K	–	179
2025 Q3	$428K	Sell	8,439 -22	-0.3%	-$1.09K	0.04%	166
2025 Q2	$408K	Buy	+8,461	New	+$386K	0.04%	158
2025 Q1	–	Sell	-8,597	Closed	-$394K	–	188
2024 Q4	$394K	Buy	+8,597	New	+$403K	0.05%	159
2023 Q1	–	Sell	-8,772	Closed	-$320K	–	149
2022 Q4	$320K	Sell	8,772 -199	-2%	-$7.12K	0.07%	150
2022 Q3	$290K	Buy	8,971 +34	+0.4%	+$1.21K	0.08%	122
2022 Q2	$308K	Buy	8,937 +37	+0.4%	+$1.35K	0.07%	126
2022 Q1	$342K	Buy	8,900 +32	+0.4%	+$1.22K	0.07%	132
2021 Q4	$352K	Buy	8,868 +35	+0.4%	+$1.34K	0.06%	145
2021 Q3	$318K	Sell	8,833 -102	-1%	-$3.79K	0.06%	145
2021 Q2	$324K	Buy	+8,935	New	+$322K	0.06%	138
2019 Q3	–	Sell	-8,945	Closed	-$256K	–	303
2019 Q2	$256K	Buy	+8,945	New	+$252K	0.07%	124
2017 Q4	–	Sell	-9,459	Closed	-$234K	–	124
2017 Q3	$234K	Buy	9,459 +42	+0.4%	+$1.02K	0.09%	119
2017 Q2	$255K	Buy	+9,417	New	+$227K	0.1%	116
2017 Q1	–	Sell	-9,363	Closed	-$216K	–	291
2016 Q4	$216K	Buy	9,363 +79	+0.9%	+$1.78K	0.1%	110
2016 Q3	$211K	Buy	+9,284	New	+$212K	0.12%	107

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

MWM

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

IBEX Wealth Advisors's PFM Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Invesco Dividend Achievers ETF (PFM) stake by 24% in Q2 2026, selling an estimated $111K and leaving 6,428 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #177.

IBEX Wealth Advisors first reported a position in PFM in Q3 2016 and has held it in 17 quarters since. The position peaked at $433K in Q1 2026. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

IBEX Wealth Advisors held 6,428 shares of Invesco Dividend Achievers ETF worth $356K as of Q2 2026.
IBEX Wealth Advisors sold 2,050 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $111K.
Invesco Dividend Achievers ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #177 holding.
IBEX Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q3 2016 and has held it in 17 quarters since.
IBEX Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $433K in Q1 2026.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.