Wells Fargo
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Wells Fargo’s Invesco Dividend Achievers ETF PFM Stock Holding History

Wells Fargo’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 		$11.1M Buy
217,122
+10,764
+5% +$566K ﹤0.01% 1952
2025
Q4 		$10.6M Sell
206,358
-4,062
-2% -$208K ﹤0.01% 1987
2025
Q3 		$10.7M Buy
210,420
+7,324
+4% +$362K ﹤0.01% 1947
2025
Q2 		$9.78M Sell
203,096
-225,630
-53% -$10.3M ﹤0.01% 1921
2025
Q1 		$19.6M Buy
428,726
+37,007
+9% +$1.73M ﹤0.01% 1358
2024
Q4 		$18M Buy
391,719
+10,087
+3% +$473K ﹤0.01% 1426
2024
Q3 		$17.8M Buy
381,632
+208,606
+121% +$9.31M ﹤0.01% 1385
2024
Q2 		$7.38M Buy
173,026
+1,097
+0.6% +$46.1K ﹤0.01% 1968
2024
Q1 		$7.32M Buy
171,929
+5,633
+3% +$231K ﹤0.01% 1992
2023
Q4 		$6.63M Buy
166,296
+838
+0.5% +$31.6K ﹤0.01% 2017
2023
Q3 		$6.04M Sell
165,458
-2,242
-1% -$85.4K ﹤0.01% 1974
2023
Q2 		$6.41M Buy
167,700
+11,960
+8% +$443K ﹤0.01% 1942
2023
Q1 		$5.7M Sell
155,740
-1,408
-0.9% -$51.5K ﹤0.01% 2015
2022
Q4 		$5.74M Buy
157,148
+7,828
+5% +$280K ﹤0.01% 1976
2022
Q3 		$4.83M Buy
149,320
+4,041
+3% +$144K ﹤0.01% 2025
2022
Q2 		$5.01M Sell
145,279
-3,291
-2% -$120K ﹤0.01% 2105
2022
Q1 		$5.71M Buy
148,570
+23,760
+19% +$905K ﹤0.01% 2346
2021
Q4 		$4.96M Sell
124,810
-683
-0.5% -$26.2K ﹤0.01% 2583
2021
Q3 		$4.51M Sell
125,493
-2,077
-2% -$77.1K ﹤0.01% 2934
2021
Q2 		$4.63M Sell
127,570
-1,289
-1% -$46.5K ﹤0.01% 2940
2021
Q1 		$4.46M Sell
128,859
-211,978
-62% -$7.07M ﹤0.01% 2965
2020
Q4 		$11.2M Buy
340,837
+51,118
+18% +$1.63M ﹤0.01% 1998
2020
Q3 		$8.77M Buy
289,719
+12,246
+4% +$366K ﹤0.01% 1979
2020
Q2 		$7.82M Sell
277,473
-3,952
-1% -$108K ﹤0.01% 2057
2020
Q1 		$6.94M Buy
281,425
+93,919
+50% +$2.73M ﹤0.01% 1977
2019
Q4 		$5.76M Buy
187,506
+26,125
+16% +$780K ﹤0.01% 2430
2019
Q3 		$4.77M Sell
161,381
-2,442
-1% -$71.2K ﹤0.01% 2589
2019
Q2 		$4.7M Sell
163,823
-89
-0.1% -$2.5K ﹤0.01% 2631
2019
Q1 		$4.53M Sell
163,912
-433,769
-73% -$11.5M ﹤0.01% 2651
2018
Q4 		$14.8M Buy
597,681
+481,985
+417% +$12.7M ﹤0.01% 1595
2018
Q3 		$3.19M Buy
115,696
+7,443
+7% +$200K ﹤0.01% 3016
2018
Q2 		$2.78M Sell
108,253
-3,570
-3% -$91.2K ﹤0.01% 3187
2018
Q1 		$2.84M Sell
111,823
-13,751
-11% -$361K ﹤0.01% 3094
2017
Q4 		$3.32M Buy
125,574
+3,715
+3% +$94.9K ﹤0.01% 2957
2017
Q3 		$3M Buy
121,859
+7,136
+6% +$174K ﹤0.01% 2954
2017
Q2 		$2.77M Buy
114,723
+4,185
+4% +$101K ﹤0.01% 2945
2017
Q1 		$2.63M Sell
110,538
-3,624
-3% -$85.1K ﹤0.01% 2975
2016
Q4 		$2.61M Sell
114,162
-17,044
-13% -$384K ﹤0.01% 2940
2016
Q3 		$2.97M Buy
131,206
+10,346
+9% +$237K ﹤0.01% 2661
2016
Q2 		$2.74M Buy
120,860
+33,043
+38% +$726K ﹤0.01% 2750
2016
Q1 		$1.91M Buy
87,817
+113
+0.1% +$2.32K ﹤0.01% 2958
2015
Q4 		$1.8M Buy
87,704
+10,008
+13% +$206K ﹤0.01% 3057
2015
Q3 		$1.51M Sell
77,696
-19,848
-20% -$404K ﹤0.01% 3208
2015
Q2 		$2.02M Buy
97,544
+606
+0.6% +$13K ﹤0.01% 3097
2015
Q1 		$2.07M Sell
96,938
-59,844
-38% -$1.29M ﹤0.01% 3016
2014
Q4 		$3.4M Buy
156,782
+24,804
+19% +$527K ﹤0.01% 2621
2014
Q3 		$2.75M Sell
131,978
-7,988
-6% -$168K ﹤0.01% 2790
2014
Q2 		$2.94M Sell
139,966
-7,384
-5% -$152K ﹤0.01% 2734
2014
Q1 		$2.96M Buy
147,350
+17,911
+14% +$350K ﹤0.01% 2707
2013
Q4 		$2.58M Sell
129,439
-19,923
-13% -$386K ﹤0.01% 2745
2013
Q3 		$2.77M Sell
149,362
-1,632
-1% -$30.4K ﹤0.01% 2647
2013
Q2 		$2.72M Buy
+150,994
New +$2.77M ﹤0.01% 2580

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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo's PFM Position: Q1 2026 in Review

Wells Fargo increased its Invesco Dividend Achievers ETF (PFM) stake by 5.2% in Q1 2026, buying an estimated $566K and bringing the position to 217,122 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Wells Fargo first reported a position in PFM in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.6M in Q1 2025. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • Wells Fargo held 217,122 shares of Invesco Dividend Achievers ETF worth $11.1M as of Q1 2026.
  • Wells Fargo bought 10,764 Invesco Dividend Achievers ETF shares in Q1 2026, an estimated $566K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1952 holding.
  • Wells Fargo first reported a position in Invesco Dividend Achievers ETF in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Invesco Dividend Achievers ETF position peaked at $19.6M in Q1 2025.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.