BFP
PFM icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Briaud Financial Planning's PFM Position: Q1 2026 in Review

Briaud Financial Planning held its Invesco Dividend Achievers ETF (PFM) position steady in Q1 2026 at 4,574 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #33.

Briaud Financial Planning first reported a position in PFM in Q2 2025 and has held it in 4 quarters since. The position peaked at $236K in Q4 2025. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • Briaud Financial Planning held 4,574 shares of Invesco Dividend Achievers ETF worth $234K as of Q1 2026.
  • Briaud Financial Planning left its Invesco Dividend Achievers ETF share count unchanged in Q1 2026.
  • Invesco Dividend Achievers ETF made up 0.06% of Briaud Financial Planning's portfolio in Q1 2026, its #33 holding.
  • Briaud Financial Planning first reported a position in Invesco Dividend Achievers ETF in Q2 2025 and has held it in 4 quarters since.
  • Briaud Financial Planning's Invesco Dividend Achievers ETF position peaked at $236K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.