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 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 $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

Briaud Financial Planning's PFM Position: Q2 2026 in Review

Briaud Financial Planning held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 4,574 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #34.

Briaud Financial Planning first reported a position in PFM in Q2 2025 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Briaud Financial Planning held 4,574 shares of Invesco Dividend Achievers ETF worth $254K as of Q2 2026.
Briaud Financial Planning left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up 0.07% of Briaud Financial Planning's portfolio in Q2 2026, its #34 holding.
Briaud Financial Planning first reported a position in Invesco Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.