Financial Guidance Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Financial Guidance Group’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	$284K	Hold	5,120	–	–	0.11%	80
2026 Q1	$262K	Hold	5,120	–	–	0.11%	81
2025 Q4	$264K	Hold	5,120	–	–	0.11%	81
2025 Q3	$260K	Hold	5,120	–	–	0.12%	76
2025 Q2	$247K	Hold	5,120	–	–	0.12%	78
2025 Q1	$234K	Hold	5,120	–	–	0.13%	68
2024 Q4	$235K	Hold	5,120	–	–	0.13%	66
2024 Q3	$238K	Hold	5,120	–	–	0.14%	63
2024 Q2	$218K	Hold	5,120	–	–	0.13%	67
2024 Q1	$218K	Hold	5,120	–	–	0.14%	55
2023 Q4	$204K	Buy	+5,120	New	+$193K	0.14%	52

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

Financial Guidance Group's PFM Position: Q2 2026 in Review

Financial Guidance Group held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 5,120 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #80.

Financial Guidance Group first reported a position in PFM in Q4 2023 and has held it in 11 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Financial Guidance Group held 5,120 shares of Invesco Dividend Achievers ETF worth $284K as of Q2 2026.
Financial Guidance Group left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up 0.11% of Financial Guidance Group's portfolio in Q2 2026, its #80 holding.
Financial Guidance Group first reported a position in Invesco Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.