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 Q2	$2.52M	Sell	45,523 -1,209	-3%	-$65.5K	0.01%	641
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 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

Waverly Advisors's PFM Position: Q2 2026 in Review

Waverly Advisors reduced its Invesco Dividend Achievers ETF (PFM) stake by 2.6% in Q2 2026, selling an estimated $65.5K and leaving 45,523 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #641.

Waverly Advisors first reported a position in PFM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.61M in Q3 2024. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Waverly Advisors held 45,523 shares of Invesco Dividend Achievers ETF worth $2.52M as of Q2 2026.
Waverly Advisors sold 1,209 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $65.5K.
Invesco Dividend Achievers ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #641 holding.
Waverly Advisors first reported a position in Invesco Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's Invesco Dividend Achievers ETF position peaked at $2.61M in Q3 2024.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.