XF
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XML Financial’s Invesco Dividend Achievers ETF PFM Stock Holding History

XML Financial’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 		– Sell
-5,085
Closed -$262K – 453
2025
Q4 		$262K Buy
5,085
+15
+0.3% +$768 0.02% 360
2025
Q3 		$257K Buy
5,070
+14
+0.3% +$691 0.02% 336
2025
Q2 		$244K Sell
5,056
-278
-5% -$12.7K 0.02% 330
2025
Q1 		$244K Buy
5,334
+17
+0.3% +$795 0.02% 312
2024
Q4 		$244K Sell
5,317
-617
-10% -$28.9K 0.02% 313
2024
Q3 		$276K Buy
5,934
+19
+0.3% +$848 0.03% 298
2024
Q2 		$252K Buy
5,915
+22
+0.4% +$925 0.03% 294
2024
Q1 		$251K Buy
5,893
+21
+0.4% +$861 0.03% 298
2023
Q4 		$234K Buy
5,872
+25
+0.4% +$942 0.02% 297
2023
Q3 		$214K Buy
5,847
+23
+0.4% +$876 0.03% 292
2023
Q2 		$223K Sell
5,824
-5
-0.1% -$185 0.03% 310
2023
Q1 		$213K Buy
5,829
+25
+0.4% +$915 0.03% 304
2022
Q4 		$212K Buy
+5,804
New +$208K 0.03% 305
2022
Q2 		– Sell
-5,733
Closed -$220K – 306
2022
Q1 		$220K Buy
5,733
+472
+9% +$18K 0.03% 295
2021
Q4 		$209K Buy
+5,261
New +$202K 0.03% 300

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

XML Financial's PFM Position: Q1 2026 in Review

XML Financial sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2026, closing a stake of 5,085 shares — an estimated $262K sold.

XML Financial first reported a position in PFM in Q4 2021 and held it in 15 quarters. The position peaked at $276K in Q3 2024. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • XML Financial reported no remaining Invesco Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • XML Financial sold 5,085 Invesco Dividend Achievers ETF shares in Q1 2026, an estimated $262K.
  • XML Financial first reported a position in Invesco Dividend Achievers ETF in Q4 2021 and held it in 15 quarters.
  • XML Financial's Invesco Dividend Achievers ETF position peaked at $276K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.