Sovran Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Sovran 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
2026 Q2	$342K	Buy	6,003 +292	+5%	+$15.8K	0.03%	451
2026 Q1	$309K	Buy	5,711 +222	+4%	+$11.7K	0.02%	447
2025 Q4	$290K	Buy	5,489 +244	+5%	+$12.5K	0.02%	454
2025 Q3	$267K	Buy	5,245 +496	+10%	+$24.5K	0.02%	453
2025 Q2	$231K	Buy	+4,749	New	+$217K	0.02%	454

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Sovran Advisors's PFM Position: Q2 2026 in Review

Sovran Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 5.1% in Q2 2026, buying an estimated $15.8K and bringing the position to 6,003 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #451.

Sovran Advisors first reported a position in PFM in Q2 2025 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Sovran Advisors held 6,003 shares of Invesco Dividend Achievers ETF worth $342K as of Q2 2026.
Sovran Advisors bought 292 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $15.8K.
Invesco Dividend Achievers ETF made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #451 holding.
Sovran Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.