Consolidated Planning Corp’s Invesco Dividend Achievers ETF PFM Stock Holding History

Consolidated Planning Corp’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	$2.76M	Buy	+49,813	New	+$2.7M	0.37%	46
2026 Q1	–	Sell	-152,434	Closed	-$7.85M	–	194
2025 Q4	$7.85M	Buy	+152,434	New	+$7.81M	0.79%	33
2025 Q1	–	Sell	-6,694	Closed	-$307K	–	210
2024 Q4	$307K	Buy	+6,694	New	+$314K	0.04%	164
2024 Q3	–	Sell	-6,444	Closed	-$275K	–	213
2024 Q2	$275K	Buy	+6,444	New	+$271K	0.05%	153

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

Consolidated Planning Corp's PFM Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in Invesco Dividend Achievers ETF (PFM) in Q2 2026: 49,813 shares worth $2.76M. The stake represents 0.37% of the portfolio and ranks #46 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in PFM as recently as Q4 2025.

Consolidated Planning Corp first reported a position in PFM in Q2 2024 and has held it in 4 quarters since. The position peaked at $7.85M in Q4 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Consolidated Planning Corp held 49,813 shares of Invesco Dividend Achievers ETF worth $2.76M as of Q2 2026.
Invesco Dividend Achievers ETF was a new Consolidated Planning Corp position in Q2 2026.
Invesco Dividend Achievers ETF made up 0.37% of Consolidated Planning Corp's portfolio in Q2 2026, its #46 holding.
Consolidated Planning Corp first reported a position in Invesco Dividend Achievers ETF in Q2 2024 and has held it in 4 quarters since.
Consolidated Planning Corp's Invesco Dividend Achievers ETF position peaked at $7.85M in Q4 2025.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.