SageView Advisory Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

SageView Advisory Group’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	$30.8K	Buy	+598	New	+$30.6K	﹤0.01%	1275

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

SageView Advisory Group's PFM Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco Dividend Achievers ETF (PFM) in Q4 2025: 598 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings.

129 funds tracked by Wall St. Rank hold PFM as of Q4 2025.

SageView Advisory Group held 598 shares of Invesco Dividend Achievers ETF worth $30.8K as of Q4 2025.
Invesco Dividend Achievers ETF was a new SageView Advisory Group position in Q4 2025.
Invesco Dividend Achievers ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1275 holding.
129 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.