Bond & Devick Financial Network’s Invesco Dividend Achievers ETF PFM Stock Holding History

Bond & Devick Financial Network’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	$752K	Hold	13,561	–	–	0.19%	80
2026 Q1	$693K	Hold	13,561	–	–	0.19%	80
2025 Q4	$698K	Hold	13,561	–	–	0.2%	74
2025 Q3	$688K	Hold	13,561	–	–	0.21%	71
2025 Q2	$653K	Hold	13,561	–	–	0.22%	72
2025 Q1	$621K	Hold	13,561	–	–	0.23%	67
2024 Q4	$631K	Hold	13,561	–	–	0.27%	69
2024 Q3	$631K	Hold	13,561	–	–	0.27%	69
2024 Q2	$579K	Hold	13,561	–	–	0.31%	63
2024 Q1	$577K	Hold	13,561	–	–	0.31%	63
2023 Q4	$541K	Buy	13,561 +541	+4%	+$20.4K	0.31%	63
2023 Q3	$476K	Hold	13,020	–	–	0.31%	64
2023 Q2	$498K	Hold	13,020	–	–	0.31%	65
2023 Q1	$477K	Hold	13,020	–	–	0.3%	69
2022 Q4	$475K	Hold	13,020	–	–	0.34%	64
2022 Q3	$421K	Hold	13,020	–	–	0.35%	59
2022 Q2	$449K	Sell	13,020 -2,605	-17%	-$95.2K	0.39%	60
2022 Q1	$601K	Hold	15,625	–	–	0.48%	50
2021 Q4	$621K	Buy	15,625 +102	+0.7%	+$3.91K	0.47%	51
2021 Q3	$558K	Buy	15,523 +423	+3%	+$15.7K	0.46%	51
2021 Q2	$548K	Hold	15,100	–	–	0.45%	51
2021 Q1	$522K	Buy	+15,100	New	+$504K	0.48%	50

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

Bond & Devick Financial Network's PFM Position: Q2 2026 in Review

Bond & Devick Financial Network held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 13,561 shares worth $752K. The position accounts for 0.19% of the portfolio, ranked #80.

Bond & Devick Financial Network first reported a position in PFM in Q1 2021 and has held it in 22 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Bond & Devick Financial Network held 13,561 shares of Invesco Dividend Achievers ETF worth $752K as of Q2 2026.
Bond & Devick Financial Network left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up 0.19% of Bond & Devick Financial Network's portfolio in Q2 2026, its #80 holding.
Bond & Devick Financial Network first reported a position in Invesco Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.