IHT Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

IHT Wealth 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
2026 Q1	$264K	Sell	5,170 -639	-11%	-$33.6K	0.01%	1056
2025 Q4	$299K	Sell	5,809 -240	-4%	-$12.3K	0.01%	959
2025 Q3	$307K	Sell	6,049 -2,705	-31%	-$134K	0.01%	922
2025 Q2	$422K	Buy	8,754 +1,052	+14%	+$48K	0.01%	760
2025 Q1	$353K	Buy	7,702 +1,480	+24%	+$69.2K	0.01%	798
2024 Q4	$285K	Buy	+6,222	New	+$292K	0.01%	872
2024 Q2	–	Sell	-5,781	Closed	-$246K	–	1065
2024 Q1	$246K	Sell	5,781 -2,580	-31%	-$106K	0.01%	870
2023 Q4	$334K	Buy	+8,361	New	+$315K	0.01%	729
2021 Q2	–	Sell	-6,083	Closed	-$210K	–	970
2021 Q1	$210K	Buy	+6,083	New	+$203K	0.02%	757

Other funds holding PFM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return