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CFS Investment Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

CFS Investment Advisory Services’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 		$1.03M Sell
18,349
-245
-1% -$13.3K 0.07% 191
2026
Q1 		$1M Sell
18,594
-840
-4% -$44.2K 0.07% 195
2025
Q4 		$1M Sell
19,434
-105
-0.5% -$5.38K 0.07% 183
2025
Q3 		$1M Sell
19,539
-864
-4% -$42.7K 0.07% 178
2025
Q2 		$983K Buy
20,403
+1,918
+10% +$87.6K 0.08% 173
2025
Q1 		$846K Buy
18,485
+1,311
+8% +$61.3K 0.08% 179
2024
Q4 		$788K Buy
17,174
+1,571
+10% +$73.6K 0.07% 174
2024
Q3 		$726K Sell
15,603
-2,903
-16% -$130K 0.06% 180
2024
Q2 		$790K Sell
18,506
-1,070
-5% -$45K 0.06% 158
2024
Q1 		$833K Buy
19,576
+537
+3% +$22K 0.14% 92
2023
Q4 		$759K Buy
19,039
+4,933
+35% +$186K 0.14% 87
2023
Q3 		$515K Buy
14,106
+1,782
+14% +$67.9K 0.08% 114
2023
Q2 		$471K Sell
12,324
-304
-2% -$11.3K 0.06% 166
2023
Q1 		$462K Buy
12,628
+1,679
+15% +$61.4K 0.08% 93
2022
Q4 		$400K Sell
10,949
-343
-3% -$12.3K 0.09% 89
2022
Q3 		$365K Buy
11,292
+18
+0.2% +$640 0.09% 86
2022
Q2 		$389K Buy
+11,274
New +$412K 0.06% 176

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Royal Bank of Canada
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

CFS Investment Advisory Services's PFM Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Invesco Dividend Achievers ETF (PFM) stake by 1.3% in Q2 2026, selling an estimated $13.3K and leaving 18,349 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #191.

CFS Investment Advisory Services first reported a position in PFM in Q2 2022 and has held it in 17 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • CFS Investment Advisory Services held 18,349 shares of Invesco Dividend Achievers ETF worth $1.03M as of Q2 2026.
  • CFS Investment Advisory Services sold 245 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $13.3K.
  • Invesco Dividend Achievers ETF made up 0.07% of CFS Investment Advisory Services's portfolio in Q2 2026, its #191 holding.
  • CFS Investment Advisory Services first reported a position in Invesco Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.