Belpointe Asset Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Belpointe Asset Management’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	$257K	Buy	4,676 +735	+19%	+$41.6K	0.01%	991
2026 Q2	$219K	Buy	+3,941	New	+$214K	0.01%	1031
2023 Q2	–	Sell	-15,056	Closed	-$551K	–	2545
2023 Q1	$551K	Buy	15,056 +14,676	+3,862%	+$537K	0.03%	526
2022 Q4	$13.9K	Buy	+380	New	+$13.6K	﹤0.01%	2440
2020 Q1	–	Sell	-4,068	Closed	-$125K	–	736
2019 Q4	$125K	Buy	+4,068	New	+$122K	0.02%	700

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Belpointe Asset Management's PFM Position: Q3 2026 in Review

Belpointe Asset Management increased its Invesco Dividend Achievers ETF (PFM) stake by 19% in Q3 2026, buying an estimated $41.6K and bringing the position to 4,676 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #991.

Belpointe Asset Management first reported a position in PFM in Q4 2019 and has held it in 5 quarters since. The position peaked at $551K in Q1 2023. 82 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

Belpointe Asset Management held 4,676 shares of Invesco Dividend Achievers ETF worth $257K as of Q3 2026.
Belpointe Asset Management bought 735 Invesco Dividend Achievers ETF shares in Q3 2026, an estimated $41.6K.
Invesco Dividend Achievers ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #991 holding.
Belpointe Asset Management first reported a position in Invesco Dividend Achievers ETF in Q4 2019 and has held it in 5 quarters since.
Belpointe Asset Management's Invesco Dividend Achievers ETF position peaked at $551K in Q1 2023.
82 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.