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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
Q3 		$12.3K Hold
225
– – ﹤0.01% 610
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

FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Investment Advisory Services's PFM Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Invesco Dividend Achievers ETF (PFM) position steady in Q3 2026 at 225 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Beacon Investment Advisory Services first reported a position in PFM in Q1 2026 and has held it in 3 quarters since. The position peaked at $12.5K in Q2 2026. 8 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

  • Beacon Investment Advisory Services held 225 shares of Invesco Dividend Achievers ETF worth $12.3K as of Q3 2026.
  • Beacon Investment Advisory Services left its Invesco Dividend Achievers ETF share count unchanged in Q3 2026.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #610 holding.
  • Beacon Investment Advisory Services first reported a position in Invesco Dividend Achievers ETF in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Invesco Dividend Achievers ETF position peaked at $12.5K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.