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Northwest Financial Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Northwest Financial 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
2025
Q4 		– Sell
-5,090
Closed -$258K – 87
2025
Q3 		$258K Sell
5,090
-381
-7% -$18.8K 0.33% 82
2025
Q2 		$264K Hold
5,471
– – 0.37% 75
2025
Q1 		$250K Hold
5,471
– – 0.21% 97
2024
Q4 		$251K Hold
5,471
– – 0.21% 95
2024
Q3 		$255K Hold
5,471
– – 0.2% 81
2024
Q2 		$233K Hold
5,471
– – 0.24% 81
2024
Q1 		$233K Hold
5,471
– – 0.26% 79
2023
Q4 		$218K Buy
+5,471
New +$206K 0.19% 85

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Northwest Financial Advisors's PFM Position: Q4 2025 in Review

Northwest Financial Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2025, closing a stake of 5,090 shares — an estimated $258K sold.

Northwest Financial Advisors first reported a position in PFM in Q4 2023 and held it in 8 quarters. The position peaked at $264K in Q2 2025. 129 funds tracked by Wall St. Rank hold PFM as of Q4 2025.

  • Northwest Financial Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 5,090 Invesco Dividend Achievers ETF shares in Q4 2025, an estimated $258K.
  • Northwest Financial Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2023 and held it in 8 quarters.
  • Northwest Financial Advisors's Invesco Dividend Achievers ETF position peaked at $264K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.