AF
PFM icon

Allworth Financial’s Invesco Dividend Achievers ETF PFM Stock Holding History

Allworth 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
Q2 		$178K Buy
3,205
+13
+0.4% +$704 ﹤0.01% 1557
2026
Q1 		$163K Buy
3,192
+4
+0.1% +$210 ﹤0.01% 1525
2025
Q4 		$164K Buy
3,188
+4
+0.1% +$205 ﹤0.01% 1444
2025
Q3 		$162K Buy
3,184
+579
+22% +$28.6K ﹤0.01% 1412
2025
Q2 		$125K Buy
2,605
+2
+0.1% +$91 ﹤0.01% 1415
2025
Q1 		$116K Buy
2,603
+2
+0.1% +$93 ﹤0.01% 1165
2024
Q4 		$123K Sell
2,601
-1,665
-39% -$78.1K ﹤0.01% 1168
2024
Q3 		$199K Buy
4,266
+6
+0.1% +$268 ﹤0.01% 823
2024
Q2 		$187K Buy
4,260
+6
+0.1% +$252 ﹤0.01% 838
2024
Q1 		$181K Buy
4,254
+7
+0.2% +$287 ﹤0.01% 817
2023
Q4 		$169K Buy
4,247
+7
+0.2% +$264 ﹤0.01% 770
2023
Q3 		$155K Buy
4,240
+7
+0.2% +$267 ﹤0.01% 752
2023
Q2 		$162K Sell
4,233
-189
-4% -$7K ﹤0.01% 750
2023
Q1 		$162K Buy
4,422
+8
+0.2% +$293 ﹤0.01% 695
2022
Q4 		$161K Buy
4,414
+8
+0.2% +$286 ﹤0.01% 681
2022
Q3 		$142K Buy
4,406
+8
+0.2% +$285 ﹤0.01% 671
2022
Q2 		$152K Buy
4,398
+9
+0.2% +$329 ﹤0.01% 613
2022
Q1 		$169K Sell
4,389
-1,303
-23% -$49.6K ﹤0.01% 583
2021
Q4 		$226K Buy
5,692
+1
+0% +$38 ﹤0.01% 504
2021
Q3 		$205K Buy
5,691
+5,502
+2,911% +$204K ﹤0.01% 477
2021
Q2 		$7K Buy
+189
New +$6.81K ﹤0.01% 1134

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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Royal Bank of Canada
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

Allworth Financial's PFM Position: Q2 2026 in Review

Allworth Financial increased its Invesco Dividend Achievers ETF (PFM) stake by 0.41% in Q2 2026, buying an estimated $704 and bringing the position to 3,205 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Allworth Financial first reported a position in PFM in Q2 2021 and has held it in 21 quarters since. The position peaked at $226K in Q4 2021. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Allworth Financial held 3,205 shares of Invesco Dividend Achievers ETF worth $178K as of Q2 2026.
  • Allworth Financial bought 13 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $704.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1557 holding.
  • Allworth Financial first reported a position in Invesco Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
  • Allworth Financial's Invesco Dividend Achievers ETF position peaked at $226K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.