T
PFM icon

Tidemark’s Invesco Dividend Achievers ETF PFM Stock Holding History

Tidemark’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 		$27.6K Buy
540
+2
+0.4% +$105 0.01% 328
2025
Q4 		$27.7K Sell
538
-303
-36% -$15.5K 0.01% 301
2025
Q3 		$42.7K Buy
841
+33
+4% +$1.63K 0.01% 268
2025
Q2 		$38.9K Sell
808
-373
-32% -$17K 0.01% 274
2025
Q1 		$54.1K Buy
1,181
+96
+9% +$4.49K 0.02% 234
2024
Q4 		$49.8K Buy
1,085
+8
+0.7% +$375 0.02% 234
2024
Q3 		$50.2K Buy
1,077
+202
+23% +$9.02K 0.02% 231
2024
Q2 		$37.4K Buy
875
+94
+12% +$3.95K 0.02% 255
2024
Q1 		$33.3K Sell
781
-389
-33% -$15.9K 0.02% 288
2023
Q4 		$46.7K Buy
+1,170
New +$44.1K 0.03% 233

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return