Everstar Asset Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Everstar Asset 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	$4.18M	Buy	75,326 +4,972	+7%	+$269K	2.02%	8
2026 Q1	$3.6M	Buy	70,354 +7,424	+12%	+$391K	1.91%	5
2025 Q4	$3.24M	Buy	62,930 +5,997	+11%	+$307K	1.74%	5
2025 Q3	$2.89M	Buy	56,933 +3,964	+7%	+$196K	1.64%	6
2025 Q2	$2.55M	Buy	52,969 +1,856	+4%	+$84.7K	1.56%	11
2025 Q1	$2.34M	Buy	51,113 +9,092	+22%	+$425K	1.55%	11
2024 Q4	$1.93M	Buy	42,021 +568	+1%	+$26.6K	1.36%	16
2024 Q3	$1.93M	Buy	+41,453	New	+$1.85M	1.32%	15

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

Everstar Asset Management's PFM Position: Q2 2026 in Review

Everstar Asset Management increased its Invesco Dividend Achievers ETF (PFM) stake by 7.1% in Q2 2026, buying an estimated $269K and bringing the position to 75,326 shares worth $4.18M. The position accounts for 2.02% of the portfolio, ranked #8.

Everstar Asset Management first reported a position in PFM in Q3 2024 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Everstar Asset Management held 75,326 shares of Invesco Dividend Achievers ETF worth $4.18M as of Q2 2026.
Everstar Asset Management bought 4,972 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $269K.
Invesco Dividend Achievers ETF made up 2.02% of Everstar Asset Management's portfolio in Q2 2026, its #8 holding.
Everstar Asset Management first reported a position in Invesco Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.