WA
PFM icon

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

Waverly 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
Q1 		$2.39M Buy
46,732
+192
+0.4% +$10.1K 0.02% 606
2025
Q4 		$2.4M Sell
46,540
-2,551
-5% -$131K 0.02% 561
2025
Q3 		$2.49M Buy
49,091
+945
+2% +$46.7K 0.02% 470
2025
Q2 		$2.32M Sell
48,146
-2,131
-4% -$97.3K 0.03% 466
2025
Q1 		$2.3M Sell
50,277
-479
-0.9% -$22.4K 0.03% 448
2024
Q4 		$2.33M Sell
50,756
-5,321
-9% -$249K 0.04% 353
2024
Q3 		$2.61M Sell
56,077
-351
-0.6% -$15.7K 0.05% 288
2024
Q2 		$2.41M Sell
56,428
-2,199
-4% -$92.4K 0.05% 284
2024
Q1 		$2.5M Buy
+58,627
New +$2.4M 0.06% 229

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