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Beacon Investment Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

Beacon Investment Advisory Services’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 		$12.5K Hold
225
– – ﹤0.01% 604
2026
Q1 		$11.5K Buy
+225
New +$11.8K ﹤0.01% 623

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

Beacon Investment Advisory Services's PFM Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 225 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Beacon Investment Advisory Services first reported a position in PFM in Q1 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Beacon Investment Advisory Services held 225 shares of Invesco Dividend Achievers ETF worth $12.5K as of Q2 2026.
  • Beacon Investment Advisory Services left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #604 holding.
  • Beacon Investment Advisory Services first reported a position in Invesco Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.