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

Iron Horse 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
2025 Q2	$9.83K	Hold	204	–	–	﹤0.01%	285
2025 Q1	$9.34K	Hold	204	–	–	﹤0.01%	288
2024 Q4	$9.36K	Hold	204	–	–	﹤0.01%	248
2024 Q3	$9.5K	Hold	204	–	–	﹤0.01%	241
2024 Q2	$8.71K	Hold	204	–	–	﹤0.01%	229
2024 Q1	$8.68K	Hold	204	–	–	﹤0.01%	209
2023 Q4	$8.14K	Hold	204	–	–	﹤0.01%	213
2023 Q3	$7.45K	Buy	+204	New	+$7.77K	﹤0.01%	221

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

Iron Horse Wealth Management's PFM Position: Q2 2025 in Review

Iron Horse Wealth Management held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2025 at 204 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Iron Horse Wealth Management first reported a position in PFM in Q3 2023 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

Iron Horse Wealth Management held 204 shares of Invesco Dividend Achievers ETF worth $9.83K as of Q2 2025.
Iron Horse Wealth Management left its Invesco Dividend Achievers ETF share count unchanged in Q2 2025.
Invesco Dividend Achievers ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #285 holding.
Iron Horse Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q3 2023 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.