PP
PFM icon

PFS Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History

PFS Partners’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 		– Sell
-238
Closed -$10.9K – 514
2025
Q1 		$10.9K Sell
238
-260
-52% -$12.2K 0.01% 279
2024
Q4 		$22.8K Buy
498
+2
+0.4% +$94 0.01% 209
2024
Q3 		$23.1K Sell
496
-490
-50% -$21.9K 0.01% 204
2024
Q2 		$42.1K Buy
986
+5
+0.5% +$210 0.03% 135
2024
Q1 		$41.8K Buy
981
+4
+0.4% +$164 0.03% 132
2023
Q4 		$39K Buy
977
+5
+0.5% +$188 0.03% 137
2023
Q3 		$35.5K Buy
972
+4
+0.4% +$152 0.03% 123
2023
Q2 		$37K Buy
968
+5
+0.5% +$185 0.03% 126
2023
Q1 		$35.2K Buy
963
+5
+0.5% +$183 0.03% 112
2022
Q4 		$35K Buy
958
+5
+0.5% +$179 0.04% 105
2022
Q3 		$30.8K Buy
953
+4
+0.4% +$142 0.03% 106
2022
Q2 		$32.7K Buy
949
+5
+0.5% +$183 0.03% 103
2022
Q1 		$36.3K Buy
944
+4
+0.4% +$152 0.03% 109
2021
Q4 		$37.3K Buy
+940
New +$36K 0.03% 116

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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
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

PFS Partners's PFM Position: Q2 2025 in Review

PFS Partners sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2025, closing a stake of 238 shares — an estimated $10.9K sold.

PFS Partners first reported a position in PFM in Q4 2021 and held it in 14 quarters. The position peaked at $42.1K in Q2 2024. 128 funds tracked by Wall St. Rank hold PFM as of Q2 2025.

  • PFS Partners reported no remaining Invesco Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • PFS Partners sold 238 Invesco Dividend Achievers ETF shares in Q2 2025, an estimated $10.9K.
  • PFS Partners first reported a position in Invesco Dividend Achievers ETF in Q4 2021 and held it in 14 quarters.
  • PFS Partners's Invesco Dividend Achievers ETF position peaked at $42.1K in Q2 2024.
  • 128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2025.

Based on PFS Partners's 13F filing for Q2 2025, filed 16 Jul 2025.