Briaud Financial Planning’s Invesco Dividend Achievers ETF PFM Stock Holding History

Briaud Financial Planning’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	$251K	Hold	4,574	–	–	0.06%	35
2026 Q2	$254K	Hold	4,574	–	–	0.07%	34
2026 Q1	$234K	Hold	4,574	–	–	0.06%	33
2025 Q4	$236K	Hold	4,574	–	–	0.06%	32
2025 Q3	$232K	Buy	4,574 +684	+18%	+$33.8K	0.08%	30
2025 Q2	$187K	Buy	+3,890	New	+$178K	0.07%	39

Other funds holding PFM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

NFP Retirement Inc Aliso Viejo, California $1.88B AUM 9.68% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Briaud Financial Planning's PFM Position: Q3 2026 in Review

Briaud Financial Planning held its Invesco Dividend Achievers ETF (PFM) position steady in Q3 2026 at 4,574 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #35.

Briaud Financial Planning first reported a position in PFM in Q2 2025 and has held it in 6 quarters since. The position peaked at $254K in Q2 2026. 124 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

Briaud Financial Planning held 4,574 shares of Invesco Dividend Achievers ETF worth $251K as of Q3 2026.
Briaud Financial Planning left its Invesco Dividend Achievers ETF share count unchanged in Q3 2026.
Invesco Dividend Achievers ETF made up 0.06% of Briaud Financial Planning's portfolio in Q3 2026, its #35 holding.
Briaud Financial Planning first reported a position in Invesco Dividend Achievers ETF in Q2 2025 and has held it in 6 quarters since.
Briaud Financial Planning's Invesco Dividend Achievers ETF position peaked at $254K in Q2 2026.
124 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.