AssetMark Inc’s Invesco Dividend Achievers ETF PFM Stock Holding History

AssetMark Inc’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 Q3	$61K	Hold	1,111	–	–	﹤0.01%	1803
2026 Q2	$61.6K	Hold	1,111	–	–	﹤0.01%	1765
2026 Q1	$56.8K	Buy	1,111 +1,000	+901%	+$52.6K	﹤0.01%	1716
2025 Q4	$5.72K	Hold	111	–	–	﹤0.01%	2425
2025 Q3	$5.63K	Hold	111	–	–	﹤0.01%	2307
2025 Q2	$5.35K	Buy	+111	New	+$5.07K	﹤0.01%	2117
2022 Q4	–	Sell	-17	Closed	-$1K	–	1638
2022 Q3	$1K	Buy	+17	New	+$605	﹤0.01%	1469

Other funds holding PFM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

AssetMark Inc's PFM Position: Q3 2026 in Review

AssetMark Inc held its Invesco Dividend Achievers ETF (PFM) position steady in Q3 2026 at 1,111 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

AssetMark Inc first reported a position in PFM in Q3 2022 and has held it in 7 quarters since. The position peaked at $61.6K in Q2 2026. 76 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

AssetMark Inc held 1,111 shares of Invesco Dividend Achievers ETF worth $61K as of Q3 2026.
AssetMark Inc left its Invesco Dividend Achievers ETF share count unchanged in Q3 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1803 holding.
AssetMark Inc first reported a position in Invesco Dividend Achievers ETF in Q3 2022 and has held it in 7 quarters since.
AssetMark Inc's Invesco Dividend Achievers ETF position peaked at $61.6K in Q2 2026.
76 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.