AE Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

AE Wealth Management’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	$1.39K	Hold	25	–	–	﹤0.01%	2573
2026 Q1	$1.28K	Hold	25	–	–	﹤0.01%	2501
2025 Q4	$1.29K	Hold	25	–	–	﹤0.01%	2371
2025 Q3	$1.27K	Sell	25 -5	-17%	-$247	﹤0.01%	2202
2025 Q2	$1.45K	Hold	30	–	–	﹤0.01%	2060
2025 Q1	$1.37K	Sell	30 -1,267	-98%	-$59.2K	﹤0.01%	2055
2024 Q4	$59.5K	Buy	+1,297	New	+$60.8K	﹤0.01%	1533
2021 Q1	–	Sell	-9,974	Closed	-$328K	–	1550
2020 Q4	$328K	Buy	+9,974	New	+$317K	﹤0.01%	1109
2020 Q3	–	Sell	-31,806	Closed	-$897K	–	1353
2020 Q2	$897K	Buy	31,806 +4,143	+15%	+$113K	0.01%	663
2020 Q1	$682K	Buy	+27,663	New	+$803K	0.02%	588

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

AE Wealth Management's PFM Position: Q2 2026 in Review

AE Wealth Management held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 25 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

AE Wealth Management first reported a position in PFM in Q1 2020 and has held it in 10 quarters since. The position peaked at $897K in Q2 2020. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

AE Wealth Management held 25 shares of Invesco Dividend Achievers ETF worth $1.39K as of Q2 2026.
AE Wealth Management left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2573 holding.
AE Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2020 and has held it in 10 quarters since.
AE Wealth Management's Invesco Dividend Achievers ETF position peaked at $897K in Q2 2020.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.