Aptus Capital Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Aptus Capital Advisors’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	$501K	Hold	9,040	–	–	﹤0.01%	790
2026 Q1	$462K	Hold	9,040	–	–	﹤0.01%	734
2025 Q4	$466K	Hold	9,040	–	–	﹤0.01%	756
2025 Q3	$459K	Hold	9,040	–	–	﹤0.01%	717
2025 Q2	$435K	Hold	9,040	–	–	﹤0.01%	711
2025 Q1	$414K	Hold	9,040	–	–	﹤0.01%	693
2024 Q4	$415K	Hold	9,040	–	–	﹤0.01%	691
2024 Q3	$421K	Hold	9,040	–	–	0.01%	584
2024 Q2	$386K	Sell	9,040 -1,000	-10%	-$42K	0.01%	559
2024 Q1	$427K	Buy	10,040 +6,120	+156%	+$251K	0.01%	548
2023 Q4	$156K	Hold	3,920	–	–	﹤0.01%	579
2023 Q3	$143K	Buy	3,920 +1,400	+56%	+$53.4K	﹤0.01%	593
2023 Q2	$96.3K	Buy	2,520 +2,500	+12,500%	+$92.5K	﹤0.01%	530
2023 Q1	$732	Sell	20 -400	-95%	-$14.6K	﹤0.01%	778
2022 Q4	$15.3K	Hold	420	–	–	﹤0.01%	669
2022 Q3	$14K	Buy	420 +400	+2,000%	+$14.2K	﹤0.01%	640
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	651
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	671
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	549
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	529
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	556
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	508
2020 Q4	$0	Hold	20	–	–	﹤0.01%	514
2020 Q3	$0	Buy	+20	New	+$598	﹤0.01%	493
2019 Q4	–	Sell	-590	Closed	-$17K	–	555
2019 Q3	$17K	Buy	+590	New	+$17.2K	﹤0.01%	427

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

Aptus Capital Advisors's PFM Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 9,040 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Aptus Capital Advisors first reported a position in PFM in Q3 2019 and has held it in 25 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Aptus Capital Advisors held 9,040 shares of Invesco Dividend Achievers ETF worth $501K as of Q2 2026.
Aptus Capital Advisors left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #790 holding.
Aptus Capital Advisors first reported a position in Invesco Dividend Achievers ETF in Q3 2019 and has held it in 25 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.