Farther Finance Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Farther Finance Advisors’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 Q3	$208K	Hold	3,786	–	–	﹤0.01%	2272
2026 Q2	$210K	Hold	3,786	–	–	﹤0.01%	2205
2026 Q1	$194K	Hold	3,786	–	–	﹤0.01%	2041
2025 Q4	$195K	Hold	3,786	–	–	﹤0.01%	1927
2025 Q3	$192K	Sell	3,786 -205	-5%	-$10.1K	﹤0.01%	1629
2025 Q2	$192K	Hold	3,991	–	–	﹤0.01%	1413
2025 Q1	$182K	Hold	3,991	–	–	﹤0.01%	1271
2024 Q4	$183K	Hold	3,991	–	–	0.01%	1026
2024 Q3	$186K	Hold	3,991	–	–	0.01%	1019
2024 Q2	$170K	Hold	3,991	–	–	0.01%	910
2024 Q1	$169K	Hold	3,991	–	–	0.01%	742
2023 Q4	$159K	Hold	3,991	–	–	0.01%	632
2023 Q3	$146K	Hold	3,991	–	–	0.02%	446
2023 Q2	$153K	Hold	3,991	–	–	0.03%	361
2023 Q1	$146K	Hold	3,991	–	–	0.04%	312
2022 Q4	$146K	Buy	+3,991	New	+$143K	0.06%	263

Other funds holding PFM

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farther Finance Advisors's PFM Position: Q3 2026 in Review

Farther Finance Advisors held its Invesco Dividend Achievers ETF (PFM) position steady in Q3 2026 at 3,786 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Farther Finance Advisors first reported a position in PFM in Q4 2022 and has held it in 16 quarters since. The position peaked at $210K in Q2 2026. 8 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

Farther Finance Advisors held 3,786 shares of Invesco Dividend Achievers ETF worth $208K as of Q3 2026.
Farther Finance Advisors left its Invesco Dividend Achievers ETF share count unchanged in Q3 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2272 holding.
Farther Finance Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's Invesco Dividend Achievers ETF position peaked at $210K in Q2 2026.
8 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.