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 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 $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

Belpointe Asset Management's PFM Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Invesco Dividend Achievers ETF (PFM) in Q2 2026: 3,941 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #1031 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in PFM as recently as Q1 2023.

Belpointe Asset Management first reported a position in PFM in Q4 2019 and has held it in 4 quarters since. The position peaked at $551K in Q1 2023. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Belpointe Asset Management held 3,941 shares of Invesco Dividend Achievers ETF worth $219K as of Q2 2026.
Invesco Dividend Achievers ETF was a new Belpointe Asset Management position in Q2 2026.
Invesco Dividend Achievers ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1031 holding.
Belpointe Asset Management first reported a position in Invesco Dividend Achievers ETF in Q4 2019 and has held it in 4 quarters since.
Belpointe Asset Management's Invesco Dividend Achievers ETF position peaked at $551K in Q1 2023.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.