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Independent Advisor Alliance’s Invesco Dividend Achievers ETF PFM Stock Holding History

Independent Advisor Alliance’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
-4,816
Closed -$221K – 1200
2024
Q4 		$221K Buy
+4,816
New +$226K ﹤0.01% 1254

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

Independent Advisor Alliance's PFM Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2025, closing a stake of 4,816 shares — an estimated $221K sold.

Independent Advisor Alliance first reported a position in PFM in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 132 funds tracked by Wall St. Rank hold PFM as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Invesco Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,816 Invesco Dividend Achievers ETF shares in Q1 2025, an estimated $221K.
  • Independent Advisor Alliance first reported a position in Invesco Dividend Achievers ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco Dividend Achievers ETF position peaked at $221K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.