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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
2026
Q1 		– Sell
-598
Closed -$30.8K – 1901
2025
Q4 		$30.8K Buy
+598
New +$30.6K ﹤0.01% 1275

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

SageView Advisory Group's PFM Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2026, closing a stake of 598 shares — an estimated $30.8K sold.

SageView Advisory Group first reported a position in PFM in Q4 2025 and held it in 1 quarter. The position peaked at $30.8K in Q4 2025. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 598 Invesco Dividend Achievers ETF shares in Q1 2026, an estimated $30.8K.
  • SageView Advisory Group first reported a position in Invesco Dividend Achievers ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco Dividend Achievers ETF position peaked at $30.8K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.