Compass Financial Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Compass Financial Management’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	$8.32K	Buy	+150	New	+$8.13K	﹤0.01%	1092

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

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Compass Financial Management's PFM Position: Q2 2026 in Review

Compass Financial Management opened a new position in Invesco Dividend Achievers ETF (PFM) in Q2 2026: 150 shares worth $8.32K. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings.

139 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Compass Financial Management held 150 shares of Invesco Dividend Achievers ETF worth $8.32K as of Q2 2026.
Invesco Dividend Achievers ETF was a new Compass Financial Management position in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1092 holding.
139 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.