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PFMPFM
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Position history for WAWaverly Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Waverly Advisors, LLC holds 45,523 shares of PFM (INVESCO EXCHANGE TRADED FD T), worth $2.5M as of 2026-Q2. The position was decreased (-2.6% shares). PFM represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$2.5M

Current Shares

45,523

Total Value Change

-$85,915

Total Shares Change

-10,554

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
45,523
-2.6%
$2.5M0.0%$55.45
0
2026-Q1
Increased
46,732
+0.4%
$2.4M0.0%$53.38
26
2025-Q4
Decreased
46,540
-5.2%
$2.4M0.0%$51.86
0
2025-Q3
Increased
49,091
+2.0%
$2.5M0.0%$50.23
27
2025-Q2
Decreased
48,146
-4.2%
$2.3M0.0%$47.42
0
2025-Q1
Decreased
50,277
-0.9%
$2.3M0.0%$44.80
0
2024-Q4
Decreased
50,756
-9.5%
$2.3M0.0%$45.16
0
2024-Q3
Decreased
56,077
-0.6%
$2.6M0.0%$45.44
0

Other major holders of PFM: LPL Financial LLC

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