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BFSG LLC’s Invesco Dividend Achievers ETF PFM Stock Holding History

BFSG LLC’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 		$8.21K Sell
148
-145
-49% -$7.86K ﹤0.01% 586
2026
Q1 		$15K Hold
293
– – ﹤0.01% 526
2025
Q4 		$15.1K Hold
293
– – ﹤0.01% 512
2025
Q3 		$14.9K Hold
293
– – ﹤0.01% 508
2025
Q2 		$14.1K Buy
+293
New +$13.4K ﹤0.01% 481

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

BFSG LLC's PFM Position: Q2 2026 in Review

BFSG LLC reduced its Invesco Dividend Achievers ETF (PFM) stake by 49% in Q2 2026, selling an estimated $7.86K and leaving 148 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

BFSG LLC first reported a position in PFM in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.1K in Q4 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • BFSG LLC held 148 shares of Invesco Dividend Achievers ETF worth $8.21K as of Q2 2026.
  • BFSG LLC sold 145 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $7.86K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #586 holding.
  • BFSG LLC first reported a position in Invesco Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
  • BFSG LLC's Invesco Dividend Achievers ETF position peaked at $15.1K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.