Cetera Investment Advisers’s Invesco Dividend Achievers ETF PFM Stock Holding History

Cetera Investment Advisers’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	$4.73M	Sell	85,292 -6,056	-7%	-$328K	﹤0.01%	1665
2026 Q1	$4.67M	Sell	91,348 -2,188	-2%	-$115K	0.01%	1551
2025 Q4	$4.82M	Buy	93,536 +378	+0.4%	+$19.4K	0.01%	1483
2025 Q3	$4.73M	Buy	93,158 +39,317	+73%	+$1.94M	0.01%	1445
2025 Q2	$2.59M	Sell	53,841 -23,813	-31%	-$1.09M	﹤0.01%	1653
2025 Q1	$3.55M	Buy	77,654 +1,098	+1%	+$51.3K	0.01%	1338
2024 Q4	$3.51M	Buy	76,556 +152	+0.2%	+$7.13K	0.01%	1256
2024 Q3	$3.56M	Buy	76,404 +23,771	+45%	+$1.06M	0.01%	1203
2024 Q2	$2.25M	Buy	52,633 +5,336	+11%	+$224K	0.01%	1471
2024 Q1	$2.01M	Buy	+47,297	New	+$1.94M	﹤0.01%	1538

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

Cetera Investment Advisers's PFM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco Dividend Achievers ETF (PFM) stake by 6.6% in Q2 2026, selling an estimated $328K and leaving 85,292 shares worth $4.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Cetera Investment Advisers first reported a position in PFM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.82M in Q4 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Cetera Investment Advisers held 85,292 shares of Invesco Dividend Achievers ETF worth $4.73M as of Q2 2026.
Cetera Investment Advisers sold 6,056 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $328K.
Invesco Dividend Achievers ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1665 holding.
Cetera Investment Advisers first reported a position in Invesco Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Invesco Dividend Achievers ETF position peaked at $4.82M in Q4 2025.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.