Connecticut Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Connecticut Wealth 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	$277K	Hold	5,000	–	–	0.01%	302
2026 Q1	$255K	Hold	5,000	–	–	0.01%	296
2025 Q4	$258K	Hold	5,000	–	–	0.01%	280
2025 Q3	$254K	Hold	5,000	–	–	0.01%	291
2025 Q2	$241K	Sell	5,000 -3,025	-38%	-$138K	0.01%	286
2025 Q1	$367K	Buy	+8,025	New	+$375K	0.02%	237
2024 Q4	–	Sell	-8,025	Closed	-$374K	–	292
2024 Q3	$374K	Hold	8,025	–	–	0.02%	248
2024 Q2	$342K	Hold	8,025	–	–	0.02%	248
2024 Q1	$342K	Hold	8,025	–	–	0.02%	254
2023 Q4	$320K	Hold	8,025	–	–	0.02%	259
2023 Q3	$293K	Hold	8,025	–	–	0.02%	232
2023 Q2	$307K	Hold	8,025	–	–	0.02%	203
2023 Q1	$294K	Buy	+8,025	New	+$294K	0.02%	197

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

Connecticut Wealth Management's PFM Position: Q2 2026 in Review

Connecticut Wealth Management held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 5,000 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #302.

Connecticut Wealth Management first reported a position in PFM in Q1 2023 and has held it in 13 quarters since. The position peaked at $374K in Q3 2024. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Connecticut Wealth Management held 5,000 shares of Invesco Dividend Achievers ETF worth $277K as of Q2 2026.
Connecticut Wealth Management left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #302 holding.
Connecticut Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2023 and has held it in 13 quarters since.
Connecticut Wealth Management's Invesco Dividend Achievers ETF position peaked at $374K in Q3 2024.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.