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Spire Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Spire Wealth Management’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 		$38.1K Buy
688
+2
+0.3% +$108 ﹤0.01% 1249
2026
Q1 		$35K Buy
686
+3
+0.4% +$158 ﹤0.01% 1271
2025
Q4 		$35.2K Buy
683
+2
+0.3% +$102 ﹤0.01% 1284
2025
Q3 		$34.6K Buy
681
+2
+0.3% +$99 ﹤0.01% 1351
2025
Q2 		$32.7K Buy
679
+3
+0.4% +$137 ﹤0.01% 1353
2025
Q1 		$31K Buy
676
+2
+0.3% +$93 ﹤0.01% 1455
2024
Q4 		$30.9K Buy
674
+2
+0.3% +$94 ﹤0.01% 1464
2024
Q3 		$31.3K Buy
672
+3
+0.4% +$134 ﹤0.01% 1290
2024
Q2 		$28.6K Buy
669
+3
+0.5% +$126 ﹤0.01% 1304
2024
Q1 		$28.4K Sell
666
-2,058
-76% -$84.3K ﹤0.01% 1404
2023
Q4 		$109K Buy
2,724
+3
+0.1% +$113 ﹤0.01% 972
2023
Q3 		$99.4K Buy
2,721
+3
+0.1% +$114 ﹤0.01% 958
2023
Q2 		$104K Buy
2,718
+3
+0.1% +$111 ﹤0.01% 957
2023
Q1 		$99.4K Buy
2,715
+3
+0.1% +$110 ﹤0.01% 972
2022
Q4 		$99K Buy
2,712
+2,063
+318% +$73.8K 0.01% 744
2022
Q3 		$21K Buy
649
+3
+0.5% +$107 ﹤0.01% 1313
2022
Q2 		$22K Buy
646
+4
+0.6% +$146 ﹤0.01% 1635
2022
Q1 		$25K Sell
642
-2,058
-76% -$78.4K ﹤0.01% 1724
2021
Q4 		$107K Buy
2,700
+2,063
+324% +$79K ﹤0.01% 1377
2021
Q3 		$23K Buy
637
+3
+0.5% +$111 ﹤0.01% 1802
2021
Q2 		$23K Sell
634
-2,258
-78% -$81.4K ﹤0.01% 1822
2021
Q1 		$100K Buy
+2,892
New +$96.5K ﹤0.01% 1404

Other funds holding PFM

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return