Mariner
PFM icon

Mariner’s Invesco Dividend Achievers ETF PFM Stock Holding History

Mariner’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 		$3.58M Buy
70,003
+1,047
+2% +$55.1K ﹤0.01% 1198
2025
Q4 		$3.55M Buy
68,956
+1,907
+3% +$97.6K ﹤0.01% 1181
2025
Q3 		$3.4M Sell
67,049
-840
-1% -$41.5K ﹤0.01% 1116
2025
Q2 		$3.27M Buy
67,889
+810
+1% +$37K ﹤0.01% 1059
2025
Q1 		$3.07M Sell
67,079
-468
-0.7% -$21.9K 0.01% 1010
2024
Q4 		$3.1M Buy
67,547
+4,473
+7% +$210K 0.01% 998
2024
Q3 		$2.94M Buy
63,074
+1,000
+2% +$44.6K 0.01% 1006
2024
Q2 		$2.65M Buy
62,074
+4,334
+8% +$182K 0.01% 973
2024
Q1 		$2.46M Buy
57,740
+7,695
+15% +$315K 0.01% 1006
2023
Q4 		$2M Buy
50,045
+6,981
+16% +$263K ﹤0.01% 1061
2023
Q3 		$1.57M Sell
43,064
-36,144
-46% -$1.38M ﹤0.01% 1090
2023
Q2 		$3.03M Sell
79,208
-162,758
-67% -$6.02M 0.01% 821
2023
Q1 		$8.86M Buy
241,966
+25,729
+12% +$942K 0.03% 468
2022
Q4 		$7.9M Buy
+216,237
New +$7.73M 0.03% 465
2017
Q3 		– Sell
-11,465
Closed -$277K – 518
2017
Q2 		$277K Sell
11,465
-19,010
-62% -$458K 0.01% 420
2017
Q1 		$724K Sell
30,475
-3,245
-10% -$76.2K 0.03% 319
2016
Q4 		$772K Sell
33,720
-4,755
-12% -$107K 0.04% 303
2016
Q3 		$872K Buy
38,475
+28,830
+299% +$659K 0.04% 288
2016
Q2 		$218K Buy
+9,645
New +$212K 0.01% 479
2014
Q4 		– Sell
-10,006
Closed -$209K – 393
2014
Q3 		$209K Buy
+10,006
New +$210K 0.02% 306

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