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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
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
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

IBEX Wealth Advisors's PFM Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Invesco Dividend Achievers ETF (PFM) in Q1 2026: 8,478 shares worth $433K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in PFM as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in PFM in Q3 2016 and has held it in 16 quarters since. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • IBEX Wealth Advisors held 8,478 shares of Invesco Dividend Achievers ETF worth $433K as of Q1 2026.
  • Invesco Dividend Achievers ETF was a new IBEX Wealth Advisors position in Q1 2026.
  • Invesco Dividend Achievers ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q1 2026, its #161 holding.
  • IBEX Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q3 2016 and has held it in 16 quarters since.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.